Bourgeon Capital Management’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 |
-45
| Closed | -$22.8K | – | 255 |
|
|
2023
Q4 | $22.8K | Hold |
45
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $20.5K | Hold |
45
| – | – | ﹤0.01% | 196 |
|
|
2023
Q2 | $21.6K | Hold |
45
| – | – | 0.01% | 207 |
|
|
2023
Q1 | $20.6K | Hold |
45
| – | – | ﹤0.01% | 193 |
|
|
2022
Q4 | $19.9K | Buy |
+45
| New | +$19.9K | ﹤0.01% | 201 |
|