Squar Milner Financial Services LLC SPY Holdings History
Squar Milner Financial Services LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2020-06-30, Squar Milner Financial Services LLC held 26,796.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.26 Mil. This investment constitutes 4.95% of their stock portfolio, and Squar Milner Financial Services LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Squar Milner Financial Services LLC has made 5 purchases of SPY, at an average price of $292.18, for a total of 40,516.00 shares. In addition, there have been 4 sales at an average price of $306.00 for 13,720.00 shares. Based on historical transaction data and SPY's current price of $634.42, Squar Milner Financial Services LLC's estimated gain on his SPY holdings is $9.36 Mil, reflecting a 79.07% gain to date.
Squar Milner Financial Services LLC SPY ($634.42) Holding Chart
Squar Milner Financial Services LLC SPY ($634.42) 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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