ELM ADVISORS, LLC MDY Holdings History
ELM ADVISORS, LLC's S&P MidCap 400 ETF Holding Summary
As of 2022-03-31, ELM ADVISORS, LLC held 5,582.00 shares of S&P MidCap 400 ETF(MDY), totaling $2.74 Mil. This investment constitutes 3.7% of their stock portfolio, and ELM ADVISORS, LLC now holds 0.01% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2015Q2. And since then ELM ADVISORS, LLC has made 5 purchases of MDY, at an average price of $280.28, for a total of 21,795.00 shares. In addition, there have been 15 sales at an average price of $426.05 for 16,213.00 shares. Based on historical transaction data and MDY's current price of $579.42, ELM ADVISORS, LLC's estimated gain on his MDY holdings is $4.03 Mil, reflecting a 66.02% gain to date.
ELM ADVISORS, LLC MDY ($579.42) Holding Chart
ELM ADVISORS, LLC 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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