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 %

Top Ranked Articles

  • 1