Baldwin Wealth Partners’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
Q4 | – | Sell |
-360
| Closed | -$31.6K | – | 702 |
|
|
2024
Q3 | $31.6K | Hold |
360
| – | – | ﹤0.01% | 627 |
|
|
2024
Q2 | $30.3K | Hold |
360
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $31.4K | Hold |
360
| – | – | ﹤0.01% | 435 |
|
|
2023
Q4 | $27.2K | Hold |
360
| – | – | ﹤0.01% | 462 |
|
|
2023
Q3 | $24.9K | Hold |
360
| – | – | ﹤0.01% | 488 |
|
|
2023
Q2 | $25.8K | Sell |
360
-145
| -29% | -$10.4K | ﹤0.01% | 503 |
|
|
2023
Q1 | $34.6K | Hold |
505
| – | – | ﹤0.01% | 469 |
|
|
2022
Q4 | $33K | Hold |
505
| – | – | ﹤0.01% | 474 |
|
|
2022
Q3 | $31K | Hold |
505
| – | – | ﹤0.01% | 394 |
|
|
2022
Q2 | $31K | Hold |
505
| – | – | ﹤0.01% | 418 |
|
|
2022
Q1 | $37K | Hold |
505
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $41K | Hold |
505
| – | – | ﹤0.01% | 374 |
|
|
2021
Q3 | $38K | Hold |
505
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $39K | Hold |
505
| – | – | ﹤0.01% | 389 |
|
|
2021
Q1 | $38K | Hold |
505
| – | – | ﹤0.01% | 375 |
|
|
2020
Q4 | $35K | Hold |
505
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $29K | Sell |
505
-325
| -39% | -$18.7K | ﹤0.01% | 351 |
|
|
2020
Q2 | $45K | Hold |
830
| – | – | 0.01% | 305 |
|
|
2020
Q1 | $36K | Sell |
830
-37
| -4% | -$1.61K | 0.01% | 315 |
|
|
2019
Q4 | $49K | Hold |
867
| – | – | 0.01% | 319 |
|
|
2019
Q3 | $47K | Buy |
+867
| New | +$47K | 0.01% | 317 |
|