SHEETS SMITH WEALTH MANAGEMENT EFIV Holdings History
SHEETS SMITH WEALTH MANAGEMENT's SPDR S&P 500 ESG ETF Holding Summary
As of 2025-03-31, SHEETS SMITH WEALTH MANAGEMENT held - shares of SPDR S&P 500 ESG ETF(EFIV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0% of the outstanding SPDR S&P 500 ESG ETF(EFIV) stock.
The initial trade took place in 2024Q2. And since then SHEETS SMITH WEALTH MANAGEMENT has made 2 purchases of EFIV, at an average price of $51.42, for a total of 52,900.00 shares. In addition, there have been 2 sales at an average price of $55.90 for 52,900.00 shares. Based on historical transaction data and EFIV's current price of $59.19, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his EFIV holdings is $237,264.92, reflecting a 8.72% gain to date.
SHEETS SMITH WEALTH MANAGEMENT EFIV ($59.19) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT EFIV ($59.19) 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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