Sherman Asset Management, Inc. SPY Holdings History
Number of Shares
60.00
Current Holdings Value*
$33,560.00
% of Portfolio
0.03%
Total Estimate Gain
$-690.00
% of Total Estimate Gain
-0.07%
Sherman Asset Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Sherman Asset Management, Inc. held 60.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $33,560.00. This investment constitutes 0.03% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $587.78 for 1,740.00 shares. Based on historical transaction data and SPY's current price of $627.58, Sherman Asset Management, Inc.'s estimated gain on his SPY holdings is $-690.00, reflecting a -0.07% gain to date.
Sherman Asset Management, Inc. SPY ($627.58) Holding Chart
Sherman Asset Management, 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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