Aviso Wealth Management’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 | $214K | Buy |
+2,459
| New | +$214K | 0.1% | 138 |
|
|
2025
Q1 | – | Sell |
-2,486
| Closed | -$216K | – | 140 |
|
|
2024
Q4 | $216K | Sell |
2,486
-239
| -9% | -$20.8K | 0.11% | 137 |
|
|
2024
Q3 | $239K | Sell |
2,725
-287
| -10% | -$25.2K | 0.13% | 133 |
|
|
2024
Q2 | $253K | Sell |
3,012
-678
| -18% | -$57K | 0.15% | 126 |
|
|
2024
Q1 | $322K | Sell |
3,690
-28
| -0.8% | -$2.44K | 0.2% | 104 |
|
|
2023
Q4 | $281K | Buy |
+3,718
| New | +$281K | 0.2% | 112 |
|