BerganKDV Wealth Management’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $75.4K | Hold |
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|
2023
Q1 | $72K | Sell |
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|
2022
Q4 | $99.5K | Sell |
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|
2022
Q3 | $178K | Hold |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $249K | Hold |
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|
2021
Q2 | $256K | Hold |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | $180K | Sell |
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|
2020
Q2 | $440K | Sell |
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|
2020
Q1 | $657K | Buy |
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|
2019
Q4 | $771K | Buy |
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|
2019
Q3 | $231K | Sell |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $345K | Buy |
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|
2018
Q3 | $421K | Sell |
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|
2018
Q2 | $513K | Sell |
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|
2018
Q1 | $553K | Sell |
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|
2017
Q4 | $578K | Buy |
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|
2017
Q3 | $547K | Sell |
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|
2017
Q2 | $538K | Sell |
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|
2017
Q1 | $617K | Sell |
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|
2016
Q4 | $4.69M | Buy |
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|
2016
Q3 | $4.28M | Buy |
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|
2016
Q2 | $3.16M | Buy |
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|
2016
Q1 | $1.32M | Buy |
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