Ulrich Consultants & Investment Group, LLC SPY Holdings History
Ulrich Consultants & Investment Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-06-30, Ulrich Consultants & Investment Group, LLC held 6,018.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.67 Mil. This investment constitutes 6.45% of their stock portfolio, and Ulrich Consultants & Investment Group, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q2. And since then Ulrich Consultants & Investment Group, LLC has made 2 purchases of SPY, at an average price of $405.55, for a total of 6,376.00 shares. In addition, there have been 2 sales at an average price of $404.60 for 358.00 shares. Based on historical transaction data and SPY's current price of $634.42, Ulrich Consultants & Investment Group, LLC's estimated gain on his SPY holdings is $1.38 Mil, reflecting a 53.25% gain to date.
Ulrich Consultants & Investment Group, LLC SPY ($634.42) Holding Chart
Ulrich Consultants & Investment Group, 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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