MDP LOW VOLATILITY FUND SPY Holdings History
MDP LOW VOLATILITY FUND's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-07-31, MDP LOW VOLATILITY FUND held 1,675.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $922,610.00. This investment constitutes 100% of their stock portfolio, and MDP LOW VOLATILITY FUND now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q2. And since then MDP LOW VOLATILITY FUND has made 3 purchases of SPY, at an average price of $395.40, for a total of 1,800.00 shares. In addition, there have been 2 sales at an average price of $532.67 for 125.00 shares. Based on historical transaction data and SPY's current price of $619.48, MDP LOW VOLATILITY FUND's estimated gain on his SPY holdings is $392,504.12, reflecting a 55.15% gain to date.
MDP LOW VOLATILITY FUND SPY ($619.48) Holding Chart
MDP LOW VOLATILITY FUND SPY ($619.48) 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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