BerganKDV Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $197K | Hold |
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|
2022
Q3 | $178K | Hold |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $218K | Sell |
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|
2021
Q4 | $395K | Hold |
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|
2021
Q3 | $367K | Buy |
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|
2021
Q2 | $218K | Hold |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $186K | Hold |
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|
2020
Q3 | $150K | Hold |
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|
2020
Q2 | $144K | Hold |
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|
2020
Q1 | $117K | Hold |
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|
2019
Q4 | $167K | Hold |
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|
2019
Q3 | $156K | Hold |
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|
2019
Q2 | $157K | Sell |
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|
2019
Q1 | $157K | Hold |
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|
2018
Q4 | $137K | Buy |
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|
2018
Q3 | $163K | Hold |
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|
2018
Q2 | $158K | Buy |
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