Peterson Wealth Services MDY Holdings History
Peterson Wealth Services's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Peterson Wealth Services held 1,247.00 shares of S&P MidCap 400 ETF(MDY), totaling $665,250.00. This investment constitutes 0.21% of their stock portfolio, and Peterson Wealth Services now holds 0% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2024Q4. And since then Peterson Wealth Services has made 1 purchases of MDY, at an average price of $586.49, for a total of 6,347.00 shares. In addition, there have been 1 sales at an average price of $567.65 for 5,100.00 shares. Based on historical transaction data and MDY's current price of $583.26, Peterson Wealth Services's estimated gain on his MDY holdings is $-100,111.81, reflecting a -2.69% gain to date.
Peterson Wealth Services MDY ($583.26) Holding Chart
Peterson Wealth Services MDY ($583.26) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
