Whitnell & Co. SPY Holdings History
Whitnell & Co.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2019-12-31, Whitnell & Co. held 25,242.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.12 Mil. This investment constitutes 2.52% of their stock portfolio, and Whitnell & Co. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then Whitnell & Co. has made 9 purchases of SPY, at an average price of $198.77, for a total of 30,761.00 shares. In addition, there have been 6 sales at an average price of $244.48 for 5,519.00 shares. Based on historical transaction data and SPY's current price of $627.58, Whitnell & Co.'s estimated gain on his SPY holdings is $11.08 Mil, reflecting a 181.16% gain to date.
Whitnell & Co. SPY ($627.58) Holding Chart
Whitnell & Co. SPY ($627.58) 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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