PETERSON WEALTH MANAGEMENT SDY Holdings History
PETERSON WEALTH MANAGEMENT's SPDR Dividend ETF Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 60,569.00 shares of SPDR Dividend ETF(SDY), totaling $8.22 Mil. This investment constitutes 5.53% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0.04% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 14 purchases of SDY, at an average price of $116.56, for a total of 141,037.00 shares. In addition, there have been 7 sales at an average price of $122.99 for 80,468.00 shares. Based on historical transaction data and SDY's current price of $139.63, PETERSON WEALTH MANAGEMENT's estimated gain on his SDY holdings is $1.92 Mil, reflecting a 11.65% gain to date.
PETERSON WEALTH MANAGEMENT SDY ($139.63) Holding Chart
PETERSON WEALTH MANAGEMENT SDY ($139.63) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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