Number of Shares
5,805.00
Current Holdings Value*
$379,310.00
% of Portfolio
5.43%
Total Estimate Gain
$859,454.08
% of Total Estimate Gain
24.43%

Foresight Wealth Management, LLC's SPDR S&P 400 Mid Cap Growth ETF Holding Summary

As of 2022-12-31, Foresight Wealth Management, LLC held 5,805.00 shares of SPDR S&P 400 Mid Cap Growth ETF(MDYG), totaling $379,310.00. This investment constitutes 5.43% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0.02% of the outstanding SPDR S&P 400 Mid Cap Growth ETF(MDYG) stock.

The initial trade took place in 2018Q4. And since then Foresight Wealth Management, LLC has made 9 purchases of MDYG, at an average price of $53.05, for a total of 66,313.00 shares. In addition, there have been 7 sales at an average price of $63.88 for 60,508.00 shares. Based on historical transaction data and MDYG's current price of $88.24, Foresight Wealth Management, LLC's estimated gain on his MDYG holdings is $859,454.08, reflecting a 24.43% gain to date.

Foresight Wealth Management, LLC MDYG ($88.24) Holding Chart

Foresight Wealth Management, LLC MDYG ($88.24) 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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