BFG
Barber Financial Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.81M | Buy |
6,140
+2,161
| +54% | +$991K | 0.5% | 28 |
|
|
2022
Q4 | $1.76M | Buy |
3,979
+625
| +19% | +$277K | 0.49% | 29 |
|
|
2022
Q3 | $1.35M | Buy |
+3,354
| New | +$1.35M | 0.39% | 35 |
|
|
2022
Q1 | – | Sell |
-1,858
| Closed | -$962K | – | 163 |
|
|
2021
Q4 | $962K | Sell |
1,858
-79,188
| -98% | -$41M | 0.12% | 61 |
|
|
2021
Q3 | $39M | Sell |
81,046
-25,486
| -24% | -$12.3M | 5.04% | 7 |
|
|
2021
Q2 | $52.3M | Buy |
106,532
+4,548
| +4% | +$2.23M | 7.11% | 4 |
|
|
2021
Q1 | $48.5M | Buy |
+101,984
| New | +$48.5M | 7.09% | 3 |
|
|
2019
Q3 | – | Sell |
-570
| Closed | -$202K | – | 149 |
|
|
2019
Q2 | $202K | Buy |
+570
| New | +$202K | 0.05% | 133 |
|
|
2018
Q2 | – | Sell |
-11,642
| Closed | -$3.98M | – | 133 |
|
|
2018
Q1 | $3.98M | Buy |
+11,642
| New | +$3.98M | 1.06% | 32 |
|