Blue Zone Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$203K | – | 88 |
|
|
2023
Q4 | $203K | Buy |
+400
| New | +$203K | 0.08% | 77 |
|
|
2023
Q1 | – | Sell |
-635
| Closed | -$281K | – | 87 |
|
|
2022
Q4 | $281K | Hold |
635
| – | – | 0.15% | 70 |
|
|
2022
Q3 | $255K | Hold |
635
| – | – | 0.13% | 74 |
|
|
2022
Q2 | $263K | Hold |
635
| – | – | 0.12% | 75 |
|
|
2022
Q1 | $311K | Sell |
635
-54
| -8% | -$26.4K | 0.12% | 78 |
|
|
2021
Q4 | $357K | Hold |
689
| – | – | 0.12% | 85 |
|
|
2021
Q3 | $331K | Buy |
+689
| New | +$331K | 0.11% | 85 |
|