Moreno Evelyn V MDY Holdings History

Number of Shares
17,830.00
Current Holdings Value*
$9.05 Mil
% of Portfolio
4.27%
Total Estimate Gain
$10.17 Mil
% of Total Estimate Gain
26.10%

Moreno Evelyn V's S&P MidCap 400 ETF Holding Summary

As of 2023-12-31, Moreno Evelyn V held 17,830.00 shares of S&P MidCap 400 ETF(MDY), totaling $9.05 Mil. This investment constitutes 4.27% of their stock portfolio, and Moreno Evelyn V now holds 0.04% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2015Q2. And since then Moreno Evelyn V has made 9 purchases of MDY, at an average price of $372.07, for a total of 104,706.00 shares. In addition, there have been 17 sales at an average price of $446.32 for 86,876.00 shares. Based on historical transaction data and MDY's current price of $580.58, Moreno Evelyn V's estimated gain on his MDY holdings is $10.17 Mil, reflecting a 26.10% gain to date.

Moreno Evelyn V MDY ($580.58) Holding Chart

Moreno Evelyn V MDY ($580.58) 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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