BWM
Braver Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $272K | Buy |
902
+107
| +13% | +$32.3K | 0.04% | 136 |
|
|
2016
Q3 | $224K | Buy |
+795
| New | +$224K | 0.04% | 134 |
|
|
2015
Q2 | – | Sell |
-17,370
| Closed | -$4.82M | – | 94 |
|
|
2015
Q1 | $4.82M | Buy |
+17,370
| New | +$4.82M | 0.99% | 25 |
|
|
2014
Q3 | – | Sell |
-16,821
| Closed | -$4.38M | – | 85 |
|
|
2014
Q2 | $4.38M | Buy |
+16,821
| New | +$4.38M | 1.13% | 21 |
|