AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $417K | Buy |
871
+3
| +0.3% | +$1.44K | 0.02% | 197 |
|
|
2023
Q1 | $398K | Buy |
868
+32
| +4% | +$14.7K | 0.02% | 201 |
|
|
2022
Q4 | $370K | Sell |
836
-475
| -36% | -$210K | 0.02% | 209 |
|
|
2022
Q3 | $527K | Buy |
1,311
+2
| +0.2% | +$804 | 0.03% | 175 |
|
|
2022
Q2 | $541K | Buy |
1,309
+2
| +0.2% | +$827 | 0.03% | 179 |
|
|
2022
Q1 | $641K | Buy |
1,307
+828
| +173% | +$406K | 0.03% | 175 |
|
|
2021
Q4 | $248K | Hold |
479
| – | – | 0.01% | 262 |
|
|
2021
Q3 | $230K | Buy |
+479
| New | +$230K | 0.01% | 262 |
|