BPWA
Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.67M | Sell |
4,441
-212
| -5% | -$79.6K | 0.31% | 64 |
|
|
2019
Q3 | $1.64M | Buy |
4,653
+612
| +15% | +$216K | 0.35% | 71 |
|
|
2019
Q2 | $1.43M | Buy |
4,041
+108
| +3% | +$38.3K | 0.3% | 72 |
|
|
2019
Q1 | $1.36M | Hold |
3,933
| – | – | 0.31% | 67 |
|
|
2018
Q4 | $1.19M | Buy |
+3,933
| New | +$1.19M | 0.43% | 57 |
|