Swaine & Leidel Wealth Services, LLC SPY Holdings History
Swaine & Leidel Wealth Services, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-03-31, Swaine & Leidel Wealth Services, LLC held 4,266.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.27 Mil. This investment constitutes 3.28% of their stock portfolio, and Swaine & Leidel Wealth Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Swaine & Leidel Wealth Services, LLC has made 6 purchases of SPY, at an average price of $314.21, for a total of 17,945.00 shares. In addition, there have been 5 sales at an average price of $412.67 for 13,679.00 shares. Based on historical transaction data and SPY's current price of $628.77, Swaine & Leidel Wealth Services, LLC's estimated gain on his SPY holdings is $2.69 Mil, reflecting a 47.68% gain to date.
Swaine & Leidel Wealth Services, LLC SPY ($628.77) Holding Chart
Swaine & Leidel Wealth Services, LLC SPY ($628.77) 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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