Altium Wealth Management’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
Q2 | $495K | Hold |
1,196
| – | – | 0.04% | 241 |
|
|
2022
Q1 | $587K | Hold |
1,196
| – | – | 0.04% | 236 |
|
|
2021
Q4 | $619K | Hold |
1,196
| – | – | 0.04% | 213 |
|
|
2021
Q3 | $575K | Hold |
1,196
| – | – | 0.04% | 205 |
|
|
2021
Q2 | $587K | Hold |
1,196
| – | – | 0.04% | 202 |
|
|
2021
Q1 | $569K | Hold |
1,196
| – | – | 0.05% | 194 |
|
|
2020
Q4 | $502K | Hold |
1,196
| – | – | 0.04% | 195 |
|
|
2020
Q3 | $405K | Sell |
1,196
-178
| -13% | -$60.3K | 0.04% | 217 |
|
|
2020
Q2 | $446K | Hold |
1,374
| – | – | 0.05% | 188 |
|
|
2020
Q1 | $361K | Sell |
1,374
-34
| -2% | -$8.93K | 0.05% | 181 |
|
|
2019
Q4 | $529K | Hold |
1,408
| – | – | 0.06% | 164 |
|
|
2019
Q3 | $496K | Hold |
1,408
| – | – | 0.07% | 161 |
|
|
2019
Q2 | $499K | Hold |
1,408
| – | – | 0.07% | 161 |
|
|
2019
Q1 | $486K | Sell |
1,408
-2,691
| -66% | -$929K | 0.08% | 161 |
|
|
2018
Q4 | $1.24M | Sell |
4,099
-500
| -11% | -$151K | 0.24% | 60 |
|
|
2018
Q3 | $1.69M | Hold |
4,599
| – | – | 0.32% | 45 |
|
|
2018
Q2 | $1.63M | Buy |
4,599
+630
| +16% | +$224K | 0.44% | 42 |
|
|
2018
Q1 | $1.36M | Hold |
3,969
| – | – | 0.53% | 36 |
|
|
2017
Q4 | $1.38M | Buy |
+3,969
| New | +$1.38M | 0.63% | 32 |
|