B. Riley Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $352K | Sell |
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|
2023
Q3 | $360K | Buy |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $301K | Sell |
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|
2021
Q4 | $451K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $438K | Sell |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $334K | Sell |
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|
2020
Q2 | $6.39M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.45M | Sell |
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|
2016
Q2 | $1.42M | Sell |
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|
2016
Q1 | $1.37M | Sell |
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|
2015
Q4 | $1.36M | Buy |
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|
2015
Q3 | $1.29M | Buy |
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|
2015
Q2 | $1.25M | Buy |
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|
2015
Q1 | $1.25M | Buy |
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|
2014
Q4 | $1.14K | Buy |
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|
2014
Q3 | $918K | Sell |
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|
2014
Q2 | $688K | Buy |
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|
2014
Q1 | $514K | Buy |
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|
2013
Q4 | $307K | Buy |
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|
2013
Q3 | $241K | Buy |
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