Clear Point Advisors Inc. MDY Holdings History
Clear Point Advisors Inc.'s S&P MidCap 400 ETF Holding Summary
As of 2025-06-30, Clear Point Advisors Inc. held 6,146.00 shares of S&P MidCap 400 ETF(MDY), totaling $3.46 Mil. This investment constitutes 2.92% of their stock portfolio, and Clear Point Advisors Inc. now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2023Q4. And since then Clear Point Advisors Inc. has made 4 purchases of MDY, at an average price of $465.16, for a total of 6,513.00 shares. In addition, there have been 2 sales at an average price of $523.76 for 367.00 shares. Based on historical transaction data and MDY's current price of $579.42, Clear Point Advisors Inc.'s estimated gain on his MDY holdings is $723,768.14, reflecting a 23.89% gain to date.
Clear Point Advisors Inc. MDY ($579.42) Holding Chart
Clear Point Advisors Inc. MDY ($579.42) 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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