Vericrest Private Wealth SPY Holdings History
Vericrest Private Wealth's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-06-30, Vericrest Private Wealth held 15,940.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $6.01 Mil. This investment constitutes 7.38% of their stock portfolio, and Vericrest Private Wealth now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. In addition, there have been 2 sales at an average price of $427.55 for 718.00 shares. Based on historical transaction data and SPY's current price of $611.61, Vericrest Private Wealth's estimated gain on his SPY holdings is $2.42 Mil, reflecting a 31.77% gain to date.
Vericrest Private Wealth SPY ($611.61) Holding Chart
Vericrest Private Wealth SPY ($611.61) 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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