Patriot Wealth Management, Inc. SPY Holdings History
Patriot Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2018-12-31, Patriot Wealth Management, Inc. held 329,438.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $82.33 Mil. This investment constitutes 12.56% of their stock portfolio, and Patriot Wealth Management, Inc. now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Patriot Wealth Management, Inc. has made 10 purchases of SPY, at an average price of $194.18, for a total of 332,138.00 shares. In addition, there have been 2 sales at an average price of $204.34 for 2,700.00 shares. Based on historical transaction data and SPY's current price of $635.46, Patriot Wealth Management, Inc.'s estimated gain on his SPY holdings is $145.40 Mil, reflecting a 225.45% gain to date.
Patriot Wealth Management, Inc. SPY ($635.46) Holding Chart
Patriot Wealth Management, Inc. SPY ($635.46) 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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