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Amplius Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Amplius Wealth Advisors’s Portfolio MDYG Stock Details MDYG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,818
Closed -$532K – 177
2022
Q3 		$532K Buy
8,818
+5,224
+145% +$315K 0.1% 80
2022
Q2 		$219K Buy
+3,594
New +$219K 0.04% 153