TAGStone Capital, Inc. SPYV Holdings History
TAGStone Capital, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, TAGStone Capital, Inc. held 100,613.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $5.14 Mil. This investment constitutes 2.53% of their stock portfolio, and TAGStone Capital, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q4. And since then TAGStone Capital, Inc. has made 12 purchases of SPYV, at an average price of $41.78, for a total of 102,187.00 shares. In addition, there have been 1 sales at an average price of $41.12 for 1,574.00 shares. Based on historical transaction data and SPYV's current price of $52.71, TAGStone Capital, Inc.'s estimated gain on his SPYV holdings is $1.10 Mil, reflecting a 25.75% gain to date.
TAGStone Capital, Inc. SPYV ($52.71) Holding Chart
TAGStone Capital, Inc. SPYV ($52.71) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
