Bartlett & Co. LLC MDY Holdings History
Bartlett & Co. LLC's S&P MidCap 400 ETF Holding Summary
As of 2023-12-31, Bartlett & Co. LLC held 62,051.00 shares of S&P MidCap 400 ETF(MDY), totaling $31.91 Mil. This investment constitutes 0.52% of their stock portfolio, and Bartlett & Co. LLC now holds 0.15% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2015Q2. And since then Bartlett & Co. LLC has made 13 purchases of MDY, at an average price of $337.08, for a total of 79,846.00 shares. In addition, there have been 10 sales at an average price of $471.33 for 17,795.00 shares. Based on historical transaction data and MDY's current price of $571.03, Bartlett & Co. LLC's estimated gain on his MDY holdings is $16.91 Mil, reflecting a 62.81% gain to date.
Bartlett & Co. LLC MDY ($571.03) Holding Chart
Bartlett & Co. LLC MDY ($571.03) 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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