Alliance Wealth Advisors (Utah)’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,841
| Closed | -$597K | – | 239 |
|
|
2024
Q1 | $597K | Buy |
6,841
+178
| +3% | +$15.5K | 0.18% | 121 |
|
|
2023
Q4 | $504K | Sell |
6,663
-53
| -0.8% | -$4.01K | 0.17% | 127 |
|
|
2023
Q3 | $464K | Buy |
6,716
+493
| +8% | +$34.1K | 0.17% | 127 |
|
|
2023
Q2 | $446K | Buy |
6,223
+49
| +0.8% | +$3.51K | 0.17% | 133 |
|
|
2023
Q1 | $423K | Buy |
6,174
+256
| +4% | +$17.5K | 0.17% | 129 |
|
|
2022
Q4 | $387K | Buy |
+5,918
| New | +$387K | 0.17% | 127 |
|