Alera Investment Advisors’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
2022
Q1
Sell
-393
Closed -$203K 186
2021
Q4
$203K Buy
+393
New +$203K 0.06% 96
2019
Q2
Sell
-237
Closed -$82K 622
2019
Q1
$82K Sell
237
-648
-73% -$224K 0.04% 118
2018
Q4
$268K Buy
+885
New +$268K 0.16% 70