Wechter Feldman Wealth Management, Inc. SPY Holdings History
Wechter Feldman Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2021-06-30, Wechter Feldman Wealth Management, Inc. held 62,894.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $26.92 Mil. This investment constitutes 18.84% of their stock portfolio, and Wechter Feldman Wealth Management, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q2. And since then Wechter Feldman Wealth Management, Inc. has made 3 purchases of SPY, at an average price of $293.86, for a total of 64,320.00 shares. In addition, there have been 2 sales at an average price of $381.32 for 1,426.00 shares. Based on historical transaction data and SPY's current price of $620.34, Wechter Feldman Wealth Management, Inc.'s estimated gain on his SPY holdings is $20.66 Mil, reflecting a 109.30% gain to date.
Wechter Feldman Wealth Management, Inc. SPY ($620.34) Holding Chart
Wechter Feldman Wealth Management, Inc. SPY ($620.34) 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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