SOMERVILLE KURT F's ownership history for SPY

SOMERVILLE KURT F currently holds 572 shares with a market value of $372.0K. It started holding SPY on 2024-09-30. At its peak, it held 572 shares on 2026-03-31. Its highest holding value was $372.0K on 2026-03-31. At its lowest, it held 450 shares on 2025-03-31, with a value of $251.7K on 2025-03-31. In the recent 180 days, SOMERVILLE KURT F has increased its shares by 36. In the recent year, SOMERVILLE KURT F has increased its shares by 122.