Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-90
| Closed | -$25K | – | 730 |
|
|
2016
Q3 | $25K | Buy |
+90
| New | +$25K | 0.01% | 296 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$26K | – | 623 |
|
|
2016
Q1 | $26K | Hold |
100
| – | – | 0.01% | 276 |
|
|
2015
Q4 | $25K | Hold |
100
| – | – | 0.01% | 266 |
|
|
2015
Q3 | $25K | Hold |
100
| – | – | 0.01% | 265 |
|
|
2015
Q2 | $27K | Hold |
100
| – | – | 0.01% | 279 |
|
|
2015
Q1 | $28K | Hold |
100
| – | – | 0.01% | 268 |
|
|
2014
Q4 | $26K | Buy |
+100
| New | +$26K | 0.01% | 261 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$49K | – | 513 |
|
|
2013
Q4 | $49K | Buy |
+200
| New | +$49K | 0.02% | 208 |
|