Kowal Investment Group, LLC MDY Holdings History
Kowal Investment Group, LLC's S&P MidCap 400 ETF Holding Summary
As of 2024-09-30, Kowal Investment Group, LLC held 43,102.00 shares of S&P MidCap 400 ETF(MDY), totaling $24.55 Mil. This investment constitutes 4.52% of their stock portfolio, and Kowal Investment Group, LLC now holds 0.11% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2021Q3. And since then Kowal Investment Group, LLC has made 9 purchases of MDY, at an average price of $452.41, for a total of 43,718.00 shares. In addition, there have been 2 sales at an average price of $530.78 for 616.00 shares. Based on historical transaction data and MDY's current price of $582.49, Kowal Investment Group, LLC's estimated gain on his MDY holdings is $5.66 Mil, reflecting a 28.59% gain to date.
Kowal Investment Group, LLC MDY ($582.49) Holding Chart
Kowal Investment Group, LLC MDY ($582.49) 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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