Foresight Wealth Management, LLC MDYV Holdings History
Foresight Wealth Management, LLC's SPDR S&P 400 Mid Cap Value ETF Holding Summary
As of 2022-12-31, Foresight Wealth Management, LLC held 5,925.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $383,480.00. This investment constitutes 5.49% of their stock portfolio, and Foresight Wealth Management, LLC now holds 0.01% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.
The initial trade took place in 2021Q2. And since then Foresight Wealth Management, LLC has made 2 purchases of MDYV, at an average price of $68.23, for a total of 57,771.00 shares. In addition, there have been 5 sales at an average price of $63.97 for 51,846.00 shares. Based on historical transaction data and MDYV's current price of $81.39, Foresight Wealth Management, LLC's estimated gain on his MDYV holdings is $-142,540.86, reflecting a -3.62% gain to date.
Foresight Wealth Management, LLC MDYV ($81.39) Holding Chart
Foresight Wealth Management, LLC MDYV ($81.39) 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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