Stevard, LLC SPY Holdings History
Stevard, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-12-31, Stevard, LLC held 5,324.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.12 Mil. This investment constitutes 11.65% of their stock portfolio, and Stevard, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Stevard, LLC has made 3 purchases of SPY, at an average price of $314.77, for a total of 162,457.00 shares. In addition, there have been 10 sales at an average price of $331.57 for 157,133.00 shares. Based on historical transaction data and SPY's current price of $624.22, Stevard, LLC's estimated gain on his SPY holdings is $4.29 Mil, reflecting a 8.38% gain to date.
Stevard, LLC SPY ($624.22) Holding Chart
Stevard, LLC SPY ($624.22) 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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