Altium Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $495K | Hold |
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|
2022
Q1 | $587K | Hold |
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|
2021
Q4 | $619K | Hold |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $587K | Hold |
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|
2021
Q1 | $569K | Hold |
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|
2020
Q4 | $502K | Hold |
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|
2020
Q3 | $405K | Sell |
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|
2020
Q2 | $446K | Hold |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $529K | Hold |
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|
2019
Q3 | $496K | Hold |
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|
2019
Q2 | $499K | Hold |
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|
2019
Q1 | $486K | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.69M | Hold |
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|
2018
Q2 | $1.63M | Buy |
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|
2018
Q1 | $1.36M | Hold |
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|
2017
Q4 | $1.38M | Buy |
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