Signify Wealth SPY Holdings History
Signify Wealth's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Signify Wealth held 11,645.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.82 Mil. This investment constitutes 7.7% of their stock portfolio, and Signify Wealth now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q3. And since then Signify Wealth has made 5 purchases of SPY, at an average price of $468.84, for a total of 11,704.00 shares. In addition, there have been 1 sales at an average price of $523.39 for 59.00 shares. Based on historical transaction data and SPY's current price of $628.04, Signify Wealth's estimated gain on his SPY holdings is $1.86 Mil, reflecting a 33.84% gain to date.
Signify Wealth SPY ($628.04) Holding Chart
Signify Wealth SPY ($628.04) 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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