Number of Shares
30,346.00
Current Holdings Value*
$10.28 Mil
% of Portfolio
3.53%
Total Estimate Gain
$12.08 Mil
% of Total Estimate Gain
57.61%

SHINE INVESTMENT ADVISORY SERVICES INC's S&P MidCap 400 ETF Holding Summary

As of 2020-09-30, SHINE INVESTMENT ADVISORY SERVICES INC held 30,346.00 shares of S&P MidCap 400 ETF(MDY), totaling $10.28 Mil. This investment constitutes 3.53% of their stock portfolio, and SHINE INVESTMENT ADVISORY SERVICES INC now holds 0.07% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2015Q3. And since then SHINE INVESTMENT ADVISORY SERVICES INC has made 6 purchases of MDY, at an average price of $283.96, for a total of 73,867.00 shares. In addition, there have been 6 sales at an average price of $349.61 for 43,521.00 shares. Based on historical transaction data and MDY's current price of $588.03, SHINE INVESTMENT ADVISORY SERVICES INC's estimated gain on his MDY holdings is $12.08 Mil, reflecting a 57.61% gain to date.

SHINE INVESTMENT ADVISORY SERVICES INC MDY ($588.03) Holding Chart

SHINE INVESTMENT ADVISORY SERVICES INC MDY ($588.03) 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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