Ashford Capital 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
Q1 | – | Sell |
-731
| Closed | -$378K | – | 109 |
|
|
2021
Q4 | $378K | Buy |
731
+26
| +4% | +$13.4K | 0.04% | 94 |
|
|
2021
Q3 | $339K | Hold |
705
| – | – | 0.03% | 101 |
|
|
2021
Q2 | $346K | Sell |
705
-284
| -29% | -$139K | 0.03% | 98 |
|
|
2021
Q1 | $471K | Buy |
989
+249
| +34% | +$119K | 0.04% | 89 |
|
|
2020
Q4 | $311K | Buy |
+740
| New | +$311K | 0.03% | 97 |
|