Urban Wealth Management, LLC SPTL Holdings History
Number of Shares
27,736.00
Current Holdings Value*
$917,000.00
% of Portfolio
3.09%
Total Estimate Gain
$-216,202.12
% of Total Estimate Gain
-23.06%
Urban Wealth Management, LLC's SPDR Portfolio Long Term Treasury ETF Holding Summary
As of 2022-06-30, Urban Wealth Management, LLC held 27,736.00 shares of SPDR Portfolio Long Term Treasury ETF(SPTL), totaling $917,000.00. This investment constitutes 3.09% of their stock portfolio, and Urban Wealth Management, LLC now holds 0.02% of the outstanding SPDR Portfolio Long Term Treasury ETF(SPTL) stock.
The initial trade took place in 2022Q2. And since then Urban Wealth Management, LLC has made 1 purchases of SPTL, at an average price of $33.80, for a total of 27,736.00 shares. Based on historical transaction data and SPTL's current price of $26.01, Urban Wealth Management, LLC's estimated gain on his SPTL holdings is $-216,202.12, reflecting a -23.06% gain to date.
Urban Wealth Management, LLC SPTL ($26.01) Holding Chart
Urban Wealth Management, LLC SPTL ($26.01) 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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