Aurora Private Wealth’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
Q3 | – | Sell |
-565
| Closed | -$234K | – | 183 |
|
|
2022
Q2 | $234K | Buy |
565
+1
| +0.2% | +$414 | 0.11% | 146 |
|
|
2022
Q1 | $277K | Sell |
564
-75
| -12% | -$36.8K | 0.11% | 149 |
|
|
2021
Q4 | $331K | Hold |
639
| – | – | 0.14% | 127 |
|
|
2021
Q3 | $307K | Sell |
639
-1,151
| -64% | -$553K | 0.12% | 154 |
|
|
2021
Q2 | $879K | Buy |
+1,790
| New | +$879K | 0.35% | 64 |
|
|
2020
Q1 | – | Sell |
-989
| Closed | -$371K | – | 260 |
|
|
2019
Q4 | $371K | Buy |
+989
| New | +$371K | 0.13% | 125 |
|