Sageworth Trust Co MDY Holdings History
Number of Shares
9,582.00
Current Holdings Value*
$5.11 Mil
% of Portfolio
0.32%
Total Estimate Gain
$1.21 Mil
% of Total Estimate Gain
11.34%
Sageworth Trust Co's S&P MidCap 400 ETF Holding Summary
As of 2025-03-31, Sageworth Trust Co held 9,582.00 shares of S&P MidCap 400 ETF(MDY), totaling $5.11 Mil. This investment constitutes 0.32% of their stock portfolio, and Sageworth Trust Co now holds 0.02% of the outstanding S&P MidCap 400 ETF(MDY) stock.
The initial trade took place in 2020Q3. And since then Sageworth Trust Co has made 6 purchases of MDY, at an average price of $513.16, for a total of 20,869.00 shares. In addition, there have been 6 sales at an average price of $564.54 for 11,287.00 shares. Based on historical transaction data and MDY's current price of $579.42, Sageworth Trust Co's estimated gain on his MDY holdings is $1.21 Mil, reflecting a 11.34% gain to date.
Sageworth Trust Co MDY ($579.42) Holding Chart
Sageworth Trust Co 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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