BerganKDV Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $213K | Hold |
444
| – | – | 0.02% | 229 |
|
|
2023
Q1 | $204K | Hold |
444
| – | – | 0.02% | 231 |
|
|
2022
Q4 | $197K | Hold |
444
| – | – | 0.02% | 235 |
|
|
2022
Q3 | $178K | Hold |
444
| – | – | 0.02% | 237 |
|
|
2022
Q2 | $184K | Hold |
444
| – | – | 0.02% | 244 |
|
|
2022
Q1 | $218K | Sell |
444
-319
| -42% | -$157K | 0.02% | 237 |
|
|
2021
Q4 | $395K | Hold |
763
| – | – | 0.04% | 204 |
|
|
2021
Q3 | $367K | Buy |
763
+319
| +72% | +$153K | 0.04% | 204 |
|
|
2021
Q2 | $218K | Hold |
444
| – | – | 0.03% | 238 |
|
|
2021
Q1 | $211K | Hold |
444
| – | – | 0.03% | 234 |
|
|
2020
Q4 | $186K | Hold |
444
| – | – | 0.03% | 225 |
|
|
2020
Q3 | $150K | Hold |
444
| – | – | 0.02% | 235 |
|
|
2020
Q2 | $144K | Hold |
444
| – | – | 0.02% | 243 |
|
|
2020
Q1 | $117K | Hold |
444
| – | – | 0.02% | 242 |
|
|
2019
Q4 | $167K | Hold |
444
| – | – | 0.03% | 236 |
|
|
2019
Q3 | $156K | Hold |
444
| – | – | 0.03% | 222 |
|
|
2019
Q2 | $157K | Sell |
444
-10
| -2% | -$3.54K | 0.03% | 226 |
|
|
2019
Q1 | $157K | Hold |
454
| – | – | 0.03% | 224 |
|
|
2018
Q4 | $137K | Buy |
454
+10
| +2% | +$3.02K | 0.03% | 209 |
|
|
2018
Q3 | $163K | Hold |
444
| – | – | 0.04% | 214 |
|
|
2018
Q2 | $158K | Buy |
+444
| New | +$158K | 0.04% | 214 |
|