Retirement Group, LLC MDYV Holdings History
Retirement Group, LLC's SPDR S&P 400 Mid Cap Value ETF Holding Summary
As of 2024-03-31, Retirement Group, LLC held 139,556.00 shares of SPDR S&P 400 Mid Cap Value ETF(MDYV), totaling $10.61 Mil. This investment constitutes 3.8% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding SPDR S&P 400 Mid Cap Value ETF(MDYV) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 9 purchases of MDYV, at an average price of $61.54, for a total of 337,755.00 shares. In addition, there have been 6 sales at an average price of $55.57 for 198,199.00 shares. Based on historical transaction data and MDYV's current price of $82.05, Retirement Group, LLC's estimated gain on his MDYV holdings is $1.68 Mil, reflecting a 8.08% gain to date.
Retirement Group, LLC MDYV ($82.05) Holding Chart
Retirement Group, LLC MDYV ($82.05) 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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