Patriot Wealth Management, Inc. MDY Holdings History
Number of Shares
70,391.00
Current Holdings Value*
$21.30 Mil
% of Portfolio
3.25%
Total Estimate Gain
$20.73 Mil
% of Total Estimate Gain
102.14%
Patriot Wealth Management, Inc.'s S&P MidCap 400 ETF Holding Summary
As of 2018-12-31, Patriot Wealth Management, Inc. held 70,391.00 shares of S&P MidCap 400 ETF(MDY), totaling $21.30 Mil. This investment constitutes 3.25% of their stock portfolio, and Patriot Wealth Management, Inc. now holds 0.17% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2015Q2. And since then Patriot Wealth Management, Inc. has made 7 purchases of MDY, at an average price of $288.38, for a total of 70,391.00 shares. Based on historical transaction data and MDY's current price of $582.92, Patriot Wealth Management, Inc.'s estimated gain on his MDY holdings is $20.73 Mil, reflecting a 102.14% gain to date.
Patriot Wealth Management, Inc. MDY ($582.92) Holding Chart
Patriot Wealth Management, Inc. MDY ($582.92) 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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