Balanced Wealth Group’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 | $12.1M | Buy |
135,802
+16,123
| +13% | +$1.43M | 5.23% | 6 |
|
|
2025
Q1 | $9.51M | Sell |
119,679
-3,600
| -3% | -$286K | 4.6% | 6 |
|
|
2024
Q4 | $11M | Buy |
123,279
+8,694
| +8% | +$777K | 4.94% | 6 |
|
|
2024
Q3 | $9.97M | Sell |
114,585
-112,514
| -50% | -$9.79M | 4.41% | 7 |
|
|
2024
Q2 | $8.89M | Buy |
227,099
+12,984
| +6% | +$508K | 4.04% | 7 |
|
|
2024
Q1 | $8.07M | Buy |
214,115
+177,178
| +480% | +$6.68M | 3.6% | 8 |
|
|
2023
Q4 | $2.8M | Buy |
+36,937
| New | +$2.8M | 1.45% | 18 |
|