BerganKDV Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $75.4K | Hold |
1,052
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $72K | Sell |
1,052
-471
| -31% | -$32.2K | 0.01% | 351 |
|
|
2022
Q4 | $99.5K | Sell |
1,523
-1,424
| -48% | -$93K | 0.01% | 307 |
|
|
2022
Q3 | $178K | Hold |
2,947
| – | – | 0.02% | 238 |
|
|
2022
Q2 | $180K | Hold |
2,947
| – | – | 0.02% | 247 |
|
|
2022
Q1 | $219K | Sell |
2,947
-350
| -11% | -$26K | 0.02% | 236 |
|
|
2021
Q4 | $269K | Hold |
3,297
| – | – | 0.03% | 235 |
|
|
2021
Q3 | $249K | Hold |
3,297
| – | – | 0.03% | 235 |
|
|
2021
Q2 | $256K | Hold |
3,297
| – | – | 0.03% | 225 |
|
|
2021
Q1 | $248K | Hold |
3,297
| – | – | 0.03% | 220 |
|
|
2020
Q4 | $229K | Buy |
3,297
+158
| +5% | +$11K | 0.03% | 210 |
|
|
2020
Q3 | $180K | Sell |
3,139
-5,038
| -62% | -$289K | 0.03% | 222 |
|
|
2020
Q2 | $440K | Sell |
8,177
-7,166
| -47% | -$386K | 0.08% | 157 |
|
|
2020
Q1 | $657K | Buy |
15,343
+1,838
| +14% | +$78.7K | 0.13% | 114 |
|
|
2019
Q4 | $771K | Buy |
13,505
+9,202
| +214% | +$525K | 0.14% | 117 |
|
|
2019
Q3 | $231K | Sell |
4,303
-348
| -7% | -$18.7K | 0.05% | 193 |
|
|
2019
Q2 | $252K | Sell |
4,651
-76
| -2% | -$4.12K | 0.05% | 190 |
|
|
2019
Q1 | $248K | Sell |
4,727
-2,800
| -37% | -$147K | 0.05% | 188 |
|
|
2018
Q4 | $345K | Buy |
7,527
+6
| +0.1% | +$275 | 0.08% | 135 |
|
|
2018
Q3 | $421K | Sell |
7,521
-1,978
| -21% | -$111K | 0.09% | 130 |
|
|
2018
Q2 | $513K | Sell |
9,499
-1,031
| -10% | -$55.7K | 0.11% | 123 |
|
|
2018
Q1 | $553K | Sell |
10,530
-624
| -6% | -$32.8K | 0.15% | 112 |
|
|
2017
Q4 | $578K | Buy |
11,154
+18
| +0.2% | +$933 | 0.14% | 120 |
|
|
2017
Q3 | $547K | Sell |
11,136
-144
| -1% | -$7.07K | 0.14% | 117 |
|
|
2017
Q2 | $538K | Sell |
11,280
-2,025
| -15% | -$96.6K | 0.15% | 115 |
|
|
2017
Q1 | $617K | Sell |
13,305
-92,469
| -87% | -$4.29M | 0.18% | 109 |
|
|
2016
Q4 | $4.69M | Buy |
105,774
+5,124
| +5% | +$227K | 1.56% | 10 |
|
|
2016
Q3 | $4.28M | Buy |
100,650
+23,679
| +31% | +$1.01M | 1.48% | 11 |
|
|
2016
Q2 | $3.16M | Buy |
76,971
+43,437
| +130% | +$1.78M | 1.35% | 11 |
|
|
2016
Q1 | $1.33M | Buy |
+33,534
| New | +$1.33M | 0.8% | 32 |
|