Affinity Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,739
| Closed | -$4.03M | – | 83 |
|
|
2019
Q4 | $4.03M | Sell |
10,739
-110
| -1% | -$41.3K | 1.49% | 14 |
|
|
2019
Q3 | $3.82M | Sell |
10,849
-820
| -7% | -$289K | 1.54% | 12 |
|
|
2019
Q2 | $4.14M | Sell |
11,669
-346
| -3% | -$123K | 1.62% | 10 |
|
|
2019
Q1 | $4.15M | Sell |
12,015
-10,410
| -46% | -$3.6M | 1.65% | 11 |
|
|
2018
Q4 | $6.79M | Buy |
+22,425
| New | +$6.79M | 4.11% | 6 |
|