Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,893
| Closed | -$514K | – | 360 |
|
|
2024
Q1 | $514K | Sell |
5,893
-1,561
| -21% | -$136K | 0.09% | 245 |
|
|
2023
Q4 | $564K | Buy |
7,454
+2,674
| +56% | +$202K | 0.09% | 251 |
|
|
2023
Q3 | $330K | Sell |
4,780
-1,907
| -29% | -$132K | 0.05% | 345 |
|
|
2023
Q2 | $479K | Sell |
6,687
-624
| -9% | -$44.7K | 0.05% | 349 |
|
|
2023
Q1 | $500K | Buy |
7,311
+1,516
| +26% | +$104K | 0.06% | 332 |
|
|
2022
Q4 | $379K | Buy |
5,795
+554
| +11% | +$36.2K | 0.05% | 392 |
|
|
2022
Q3 | $316K | Buy |
5,241
+845
| +19% | +$50.9K | 0.04% | 400 |
|
|
2022
Q2 | $268K | Buy |
4,396
+908
| +26% | +$55.4K | 0.04% | 431 |
|
|
2022
Q1 | $259K | Sell |
3,488
-10,641
| -75% | -$790K | 0.03% | 450 |
|
|
2021
Q4 | $1.15M | Buy |
+14,129
| New | +$1.15M | 0.12% | 172 |
|