Quantum Private Wealth, LLC SPY Holdings History
Quantum Private Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Quantum Private Wealth, LLC held 1,590.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $889,180.00. This investment constitutes 0.34% of their stock portfolio, and Quantum Private Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then Quantum Private Wealth, LLC has made 3 purchases of SPY, at an average price of $451.71, for a total of 4,604.00 shares. In addition, there have been 3 sales at an average price of $582.33 for 3,014.00 shares. Based on historical transaction data and SPY's current price of $627.58, Quantum Private Wealth, LLC's estimated gain on his SPY holdings is $673,312.40, reflecting a 32.38% gain to date.
Quantum Private Wealth, LLC SPY ($627.58) Holding Chart
Quantum Private Wealth, LLC 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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