Quadrant Private Wealth Management, LLC SPY Holdings History
Quadrant Private Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Quadrant Private Wealth Management, LLC held 14,314.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.03 Mil. This investment constitutes 2% of their stock portfolio, and Quadrant Private Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Quadrant Private Wealth Management, LLC has made 14 purchases of SPY, at an average price of $378.30, for a total of 22,099.00 shares. In addition, there have been 13 sales at an average price of $404.86 for 7,785.00 shares. Based on historical transaction data and SPY's current price of $620.64, Quadrant Private Wealth Management, LLC's estimated gain on his SPY holdings is $3.68 Mil, reflecting a 43.97% gain to date.
Quadrant Private Wealth Management, LLC SPY ($620.64) Holding Chart
Quadrant Private Wealth Management, LLC SPY ($620.64) 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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