Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
5,174
+543
| +12% | +$47.2K | 0.01% | 870 |
|
|
2025
Q1 | $368K | Sell |
4,631
-192
| -4% | -$15.3K | 0.01% | 819 |
|
|
2024
Q4 | $419K | Sell |
4,823
-209
| -4% | -$18.2K | 0.02% | 617 |
|
|
2024
Q3 | $442K | Sell |
5,032
-207
| -4% | -$18.2K | 0.03% | 585 |
|
|
2024
Q2 | $440K | Buy |
5,239
+208
| +4% | +$17.5K | 0.03% | 493 |
|
|
2024
Q1 | $439K | Sell |
5,031
-35
| -0.7% | -$3.06K | 0.03% | 410 |
|
|
2023
Q4 | $383K | Sell |
5,066
-90
| -2% | -$6.81K | 0.03% | 449 |
|
|
2023
Q3 | $356K | Buy |
5,156
+56
| +1% | +$3.87K | 0.03% | 428 |
|
|
2023
Q2 | $365K | Sell |
5,100
-360
| -7% | -$25.8K | 0.04% | 388 |
|
|
2023
Q1 | $374K | Sell |
5,460
-75
| -1% | -$5.13K | 0.04% | 374 |
|
|
2022
Q4 | $362K | Hold |
5,535
| – | – | 0.05% | 352 |
|
|
2022
Q3 | $334K | Buy |
5,535
+410
| +8% | +$24.7K | 0.05% | 345 |
|
|
2022
Q2 | $312K | Sell |
5,125
-2,934
| -36% | -$179K | 0.05% | 386 |
|
|
2022
Q1 | $598K | Sell |
8,059
-1,308
| -14% | -$97.1K | 0.08% | 271 |
|
|
2021
Q4 | $764K | Hold |
9,367
| – | – | 0.1% | 228 |
|
|
2021
Q3 | $708K | Sell |
9,367
-588
| -6% | -$44.4K | 0.1% | 226 |
|
|
2021
Q2 | $771K | Buy |
9,955
+70
| +0.7% | +$5.42K | 0.09% | 250 |
|
|
2021
Q1 | $742K | Buy |
9,885
+61
| +0.6% | +$4.58K | 0.12% | 192 |
|
|
2020
Q4 | $681K | Buy |
9,824
+675
| +7% | +$46.8K | 0.14% | 155 |
|
|
2020
Q3 | $561K | Sell |
9,149
-244
| -3% | -$15K | 0.28% | 81 |
|
|
2020
Q2 | $508K | Sell |
9,393
-225
| -2% | -$12.2K | 0.28% | 80 |
|
|
2020
Q1 | $412K | Sell |
9,618
-90
| -0.9% | -$3.85K | 0.26% | 93 |
|
|
2019
Q4 | $573K | Buy |
+9,708
| New | +$573K | 0.34% | 72 |
|