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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