Confluence Wealth Management LLC MDY Holdings History
Confluence Wealth Management LLC's S&P MidCap 400 ETF Holding Summary
As of 2020-09-30, Confluence Wealth Management LLC held 33,593.00 shares of S&P MidCap 400 ETF(MDY), totaling $11.84 Mil. This investment constitutes 5.82% of their stock portfolio, and Confluence Wealth Management LLC now holds 0.08% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2015Q2. And since then Confluence Wealth Management LLC has made 2 purchases of MDY, at an average price of $280.74, for a total of 81,459.00 shares. In addition, there have been 11 sales at an average price of $332.56 for 47,866.00 shares. Based on historical transaction data and MDY's current price of $582.43, Confluence Wealth Management LLC's estimated gain on his MDY holdings is $12.61 Mil, reflecting a 55.16% gain to date.
Confluence Wealth Management LLC MDY ($582.43) Holding Chart
Confluence Wealth Management LLC MDY ($582.43) 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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