QP WEALTH MANAGEMENT, LLC MDY Holdings History
QP WEALTH MANAGEMENT, LLC's S&P MidCap 400 ETF Holding Summary
As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 595.00 shares of S&P MidCap 400 ETF(MDY), totaling $271,700.00. This investment constitutes 0.48% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2019Q4. And since then QP WEALTH MANAGEMENT, LLC has made 3 purchases of MDY, at an average price of $423.07, for a total of 2,595.00 shares. In addition, there have been 3 sales at an average price of $425.43 for 2,000.00 shares. Based on historical transaction data and MDY's current price of $579.42, QP WEALTH MANAGEMENT, LLC's estimated gain on his MDY holdings is $97,741.50, reflecting a 8.90% gain to date.
QP WEALTH MANAGEMENT, LLC MDY ($579.42) Holding Chart
QP WEALTH MANAGEMENT, LLC MDY ($579.42) 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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