Paul John Balson SPY Holdings History

Number of Shares
19,629.00
Current Holdings Value*
$7.34 Mil
% of Portfolio
1.52%
Total Estimate Gain
$6.19 Mil
% of Total Estimate Gain
98.86%

Paul John Balson's SPDR S&P 500 ETF Trust Holding Summary

As of 2020-12-31, Paul John Balson held 19,629.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.34 Mil. This investment constitutes 1.52% of their stock portfolio, and Paul John Balson now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2020Q1. And since then Paul John Balson has made 1 purchases of SPY, at an average price of $309.49, for a total of 20,226.00 shares. In addition, there have been 2 sales at an average price of $326.71 for 597.00 shares. Based on historical transaction data and SPY's current price of $624.22, Paul John Balson's estimated gain on his SPY holdings is $6.19 Mil, reflecting a 98.86% gain to date.

Paul John Balson SPY ($624.22) Holding Chart

Paul John Balson SPY ($624.22) 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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