Avidian Wealth Enterprises’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
2015
Q3
Sell
-47,100
Closed -$1.97M 39
2015
Q2
$1.97M Sell
47,100
-2,070
-4% -$86.4K 0.82% 13
2015
Q1
$2.07M Buy
49,170
+333
+0.7% +$14K 0.88% 17
2014
Q4
$1.93M Buy
48,837
+40,992
+523% +$1.62M 0.79% 14
2014
Q3
$295K Buy
7,845
+1,068
+16% +$40.2K 0.12% 35
2014
Q2
$263K Buy
+6,777
New +$263K 0.1% 39