Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. MDY Holdings History
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Holt Capital Advisors, L.L.C. dba Holt Capital Par held 45,467.00 shares of S&P MidCap 400 ETF(MDY), totaling $24.26 Mil. This investment constitutes 3.7% of their stock portfolio, and Holt Capital Advisors, L.L.C. dba Holt Capital Par now holds 0.11% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2015Q2. And since then Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. has made 19 purchases of MDY, at an average price of $411.85, for a total of 84,183.00 shares. In addition, there have been 12 sales at an average price of $482.30 for 38,716.00 shares. Based on historical transaction data and MDY's current price of $579.23, Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.'s estimated gain on his MDY holdings is $10.34 Mil, reflecting a 29.82% gain to date.
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. MDY ($579.23) Holding Chart
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. MDY ($579.23) 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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