Number of Shares
29,806.00
Current Holdings Value*
$15.90 Mil
% of Portfolio
3.35%
Total Estimate Gain
$11.33 Mil
% of Total Estimate Gain
79.14%

Curbstone Financial Management Corp's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, Curbstone Financial Management Corp held 29,806.00 shares of S&P MidCap 400 ETF(MDY), totaling $15.90 Mil. This investment constitutes 3.35% of their stock portfolio, and Curbstone Financial Management Corp now holds 0.07% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2015Q2. And since then Curbstone Financial Management Corp has made 4 purchases of MDY, at an average price of $271.29, for a total of 52,774.00 shares. In addition, there have been 26 sales at an average price of $381.49 for 22,968.00 shares. Based on historical transaction data and MDY's current price of $566.51, Curbstone Financial Management Corp's estimated gain on his MDY holdings is $11.33 Mil, reflecting a 79.14% gain to date.

Curbstone Financial Management Corp MDY ($566.51) Holding Chart

Curbstone Financial Management Corp MDY ($566.51) 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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