Shum Financial Group, Inc. SDY Holdings History
Shum Financial Group, Inc.'s SPDR Dividend ETF Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 25,705.00 shares of SPDR Dividend ETF(SDY), totaling $3.49 Mil. This investment constitutes 3.02% of their stock portfolio, and Shum Financial Group, Inc. now holds 0.02% of the outstanding SPDR Dividend ETF(SDY) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 1 purchases of SDY, at an average price of $135.24, for a total of 25,886.00 shares. In addition, there have been 1 sales at an average price of $134.50 for 181.00 shares. Based on historical transaction data and SDY's current price of $139.78, Shum Financial Group, Inc.'s estimated gain on his SDY holdings is $116,527.34, reflecting a 3.33% gain to date.
Shum Financial Group, Inc. SDY ($139.78) Holding Chart
Shum Financial Group, Inc. SDY ($139.78) 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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