Private Wealth Advisors, Inc. SPY Holdings History
Private Wealth Advisors, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2020-12-31, Private Wealth Advisors, Inc. held 16,232.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.07 Mil. This investment constitutes 3.46% of their stock portfolio, and Private Wealth Advisors, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Private Wealth Advisors, Inc. has made 3 purchases of SPY, at an average price of $184.60, for a total of 56,548.00 shares. In addition, there have been 17 sales at an average price of $276.59 for 40,316.00 shares. Based on historical transaction data and SPY's current price of $627.58, Private Wealth Advisors, Inc.'s estimated gain on his SPY holdings is $10.90 Mil, reflecting a 104.40% gain to date.
Private Wealth Advisors, Inc. SPY ($627.58) Holding Chart
Private Wealth Advisors, Inc. SPY ($627.58) 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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