Baystate 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
2023
Q4
$19.8K Buy
261
+1
+0.4% +$76 ﹤0.01% 562
2023
Q3
$18K Buy
260
+1
+0.4% +$69 ﹤0.01% 491
2023
Q2
$18.6K Buy
259
+1
+0.4% +$72 ﹤0.01% 469
2023
Q1
$17.7K Sell
258
-16
-6% -$1.1K ﹤0.01% 472
2022
Q4
$18K Buy
274
+1
+0.4% +$66 ﹤0.01% 482
2022
Q3
$16K Buy
273
+1
+0.4% +$59 ﹤0.01% 463
2022
Q2
$17K Buy
272
+1
+0.4% +$63 ﹤0.01% 475
2022
Q1
$20K Buy
271
+17
+7% +$1.26K ﹤0.01% 458
2021
Q4
$21K Hold
254
﹤0.01% 464
2021
Q3
$19K Buy
254
+1
+0.4% +$75 ﹤0.01% 436
2021
Q2
$20K Hold
253
﹤0.01% 406
2021
Q1
$19K Hold
253
﹤0.01% 376
2020
Q4
$18K Buy
253
+1
+0.4% +$71 ﹤0.01% 354
2020
Q3
$14K Hold
252
﹤0.01% 357
2020
Q2
$14K Buy
252
+1
+0.4% +$56 ﹤0.01% 343
2020
Q1
$11K Hold
251
﹤0.01% 357
2019
Q4
$14K Sell
251
-367
-59% -$20.5K ﹤0.01% 369
2019
Q3
$33K Buy
618
+3
+0.5% +$160 ﹤0.01% 243
2019
Q2
$34K Buy
615
+2
+0.3% +$111 ﹤0.01% 255
2019
Q1
$33K Sell
613
-30
-5% -$1.62K ﹤0.01% 258
2018
Q4
$32K Buy
643
+34
+6% +$1.69K ﹤0.01% 258
2018
Q3
$32K Buy
609
+1
+0.2% +$53 0.01% 249
2018
Q2
$33K Buy
608
+2
+0.3% +$109 ﹤0.01% 241
2018
Q1
$32K Sell
606
-492
-45% -$26K ﹤0.01% 240
2017
Q4
$60K Hold
1,098
0.01% 182
2017
Q3
$55K Hold
1,098
0.01% 175
2017
Q2
$53K Buy
1,098
+1,005
+1,081% +$48.5K 0.01% 172
2017
Q1
$43K Sell
93
-513
-85% -$237K 0.01% 189
2016
Q4
$27K Buy
+606
New +$27K 0.01% 205