Allegis 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-3,298
| Closed | -$1.03M | – | 293 |
|
2017
Q1 | $1.03M | Buy |
3,298
+1,567
| +91% | +$489K | 0.27% | 91 |
|
2016
Q4 | $522K | Buy |
+1,731
| New | +$522K | 0.16% | 143 |
|
2016
Q3 | – | Sell |
-880
| Closed | -$235K | – | 236 |
|
2016
Q2 | $235K | Sell |
880
-8
| -0.9% | -$2.14K | 0.12% | 166 |
|
2016
Q1 | $233K | Buy |
+888
| New | +$233K | 0.13% | 163 |
|