PLANNING DIRECTIONS INC SPY Holdings History
PLANNING DIRECTIONS INC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 7,636.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.27 Mil. This investment constitutes 1.83% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q2. And since then PLANNING DIRECTIONS INC has made 7 purchases of SPY, at an average price of $570.06, for a total of 7,807.00 shares. In addition, there have been 1 sales at an average price of $418.22 for 171.00 shares. Based on historical transaction data and SPY's current price of $624.81, PLANNING DIRECTIONS INC's estimated gain on his SPY holdings is $392,083.48, reflecting a 8.81% gain to date.
PLANNING DIRECTIONS INC SPY ($624.81) Holding Chart
PLANNING DIRECTIONS INC SPY ($624.81) 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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