Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
3,357
| – | – | ﹤0.01% | 396 |
|
|
2025
Q1 | $267K | Sell |
3,357
-317
| -9% | -$25.2K | ﹤0.01% | 412 |
|
|
2024
Q4 | $319K | Sell |
3,674
-127
| -3% | -$11K | ﹤0.01% | 385 |
|
|
2024
Q3 | $334K | Buy |
3,801
+196
| +5% | +$17.2K | ﹤0.01% | 385 |
|
|
2024
Q2 | $303K | Sell |
3,605
-80
| -2% | -$6.73K | ﹤0.01% | 390 |
|
|
2024
Q1 | $322K | Buy |
3,685
+116
| +3% | +$10.1K | ﹤0.01% | 393 |
|
|
2023
Q4 | $272K | Sell |
3,569
-50
| -1% | -$3.82K | ﹤0.01% | 431 |
|
|
2023
Q3 | $250K | Hold |
3,619
| – | – | ﹤0.01% | 422 |
|
|
2023
Q2 | $259K | Sell |
3,619
-1,528
| -30% | -$109K | ﹤0.01% | 420 |
|
|
2023
Q1 | $352K | Sell |
5,147
-75
| -1% | -$5.13K | 0.01% | 322 |
|
|
2022
Q4 | $341K | Buy |
5,222
+3,639
| +230% | +$238K | 0.01% | 326 |
|
|
2022
Q3 | $95.5K | Buy |
1,583
+865
| +120% | +$52.2K | ﹤0.01% | 466 |
|
|
2022
Q2 | $43.8K | Buy |
718
+32
| +5% | +$1.95K | ﹤0.01% | 590 |
|
|
2022
Q1 | $50.9K | Buy |
+686
| New | +$50.9K | ﹤0.01% | 583 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | -$76 | – | 685 |
|
|
2021
Q3 | $76 | Hold |
1
| – | – | ﹤0.01% | 933 |
|
|
2021
Q2 | $78 | Buy |
+1
| New | +$78 | ﹤0.01% | 1066 |
|