Golden State Wealth Management, LLC MDY Holdings History
Golden State Wealth Management, LLC's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 6,320.00 shares of S&P MidCap 400 ETF(MDY), totaling $3.37 Mil. This investment constitutes 0.5% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 4 purchases of MDY, at an average price of $452.15, for a total of 14,018.00 shares. In addition, there have been 9 sales at an average price of $385.83 for 7,698.00 shares. Based on historical transaction data and MDY's current price of $579.42, Golden State Wealth Management, LLC's estimated gain on his MDY holdings is $293,889.08, reflecting a 4.64% gain to date.
Golden State Wealth Management, LLC MDY ($579.42) Holding Chart
Golden State Wealth Management, 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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