SOMERVILLE KURT F's ownership history for SPY

SOMERVILLE KURT F currently holds 536 shares with a market value of $365.5K. It started holding SPY on 2024-09-30. At its peak, it held 536 shares on 2025-09-30. Its highest holding value was $365.5K on 2025-12-31. 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 46. In the recent year, SOMERVILLE KURT F has increased its shares by 3.