Beaumont Financial Advisors’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 | $214K | Sell |
2,469
-61
| -2% | -$5.3K | 0.02% | 357 |
|
|
2025
Q1 | $201K | Hold |
2,530
| – | – | 0.02% | 357 |
|
|
2024
Q4 | $220K | Hold |
2,530
| – | – | 0.02% | 341 |
|
|
2024
Q3 | $222K | Hold |
2,530
| – | – | 0.02% | 326 |
|
|
2024
Q2 | $213K | Sell |
2,530
-204
| -7% | -$17.1K | 0.02% | 340 |
|
|
2024
Q1 | $239K | Hold |
2,734
| – | – | 0.02% | 321 |
|
|
2023
Q4 | $207K | Sell |
2,734
-305
| -10% | -$23.1K | 0.02% | 326 |
|
|
2023
Q3 | $210K | Sell |
3,039
-853
| -22% | -$59K | 0.02% | 301 |
|
|
2023
Q2 | $279K | Sell |
3,892
-624
| -14% | -$44.7K | 0.03% | 275 |
|
|
2023
Q1 | $309K | Sell |
4,516
-715
| -14% | -$48.9K | 0.03% | 245 |
|
|
2022
Q4 | $342K | Sell |
5,231
-9
| -0.2% | -$588 | 0.03% | 225 |
|
|
2022
Q3 | $316K | Buy |
+5,240
| New | +$316K | 0.03% | 227 |
|