BWP
Bernardo Wealth Planning’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-51,216
| Closed | -$4.47M | – | 109 |
|
|
2024
Q1 | $4.47M | Sell |
51,216
-2,702
| -5% | -$236K | 1.24% | 22 |
|
|
2023
Q4 | $4.08M | Buy |
53,918
+2,776
| +5% | +$210K | 1.29% | 22 |
|
|
2023
Q3 | $3.54M | Buy |
51,142
+823
| +2% | +$56.9K | 1.4% | 18 |
|
|
2023
Q2 | $3.61M | Buy |
50,319
+1,621
| +3% | +$116K | 1.44% | 17 |
|
|
2023
Q1 | $3.33M | Buy |
48,698
+5,678
| +13% | +$389K | 1.43% | 18 |
|
|
2022
Q4 | $2.81M | Buy |
+43,020
| New | +$2.81M | 1.31% | 18 |
|