Belpointe Asset 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 | – | Sell |
-2,957
| Closed | -$235K | – | 996 |
|
|
2025
Q1 | $235K | Buy |
+2,957
| New | +$235K | 0.01% | 798 |
|
|
2023
Q2 | – | Sell |
-785
| Closed | -$53.7K | – | 2206 |
|
|
2023
Q1 | $53.7K | Buy |
785
+164
| +26% | +$11.2K | ﹤0.01% | 1659 |
|
|
2022
Q4 | $40.6K | Buy |
+621
| New | +$40.6K | ﹤0.01% | 1729 |
|
|
2021
Q1 | – | Sell |
-16,575
| Closed | -$1.15M | – | 1040 |
|
|
2020
Q4 | $1.15M | Buy |
16,575
+102
| +0.6% | +$7.07K | 0.1% | 225 |
|
|
2020
Q3 | $945K | Buy |
16,473
+178
| +1% | +$10.2K | 0.11% | 216 |
|
|
2020
Q2 | $877K | Sell |
16,295
-104
| -0.6% | -$5.6K | 0.11% | 194 |
|
|
2020
Q1 | $702K | Buy |
+16,399
| New | +$702K | 0.12% | 196 |
|