BOK Financial Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-550
| Closed | -$202K | – | 132 |
|
|
2018
Q3 | $202K | Buy |
+550
| New | +$202K | 0.03% | 103 |
|
|
2017
Q4 | – | Sell |
-740
| Closed | -$241K | – | 128 |
|
|
2017
Q3 | $241K | Hold |
740
| – | – | 0.04% | 110 |
|
|
2017
Q2 | $235K | Hold |
740
| – | – | 0.03% | 121 |
|
|
2017
Q1 | $231K | Hold |
740
| – | – | 0.03% | 128 |
|
|
2016
Q4 | $223K | Sell |
740
-188
| -20% | -$56.7K | 0.03% | 129 |
|
|
2016
Q3 | $262K | Buy |
+928
| New | +$262K | 0.04% | 120 |
|
|
2014
Q1 | – | Sell |
-1,017
| Closed | -$248K | – | 73 |
|
|
2013
Q4 | $248K | Sell |
1,017
-245
| -19% | -$59.7K | 0.04% | 61 |
|
|
2013
Q3 | $286K | Hold |
1,262
| – | – | 0.06% | 51 |
|
|
2013
Q2 | $265K | Buy |
+1,262
| New | +$265K | 0.06% | 41 |
|