Buffington Mohr McNeal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-466
| Closed | -$241K | – | 129 |
|
|
2021
Q4 | $241K | Sell |
466
-5
| -1% | -$2.59K | 0.04% | 126 |
|
|
2021
Q3 | $226K | Hold |
471
| – | – | 0.04% | 117 |
|
|
2021
Q2 | $231K | Sell |
471
-107
| -19% | -$52.5K | 0.05% | 119 |
|
|
2021
Q1 | $275K | Hold |
578
| – | – | 0.06% | 112 |
|
|
2020
Q4 | $243K | Buy |
+578
| New | +$243K | 0.06% | 113 |
|
|
2020
Q1 | – | Sell |
-707
| Closed | -$265K | – | 110 |
|
|
2019
Q4 | $265K | Hold |
707
| – | – | 0.07% | 104 |
|
|
2019
Q3 | $249K | Hold |
707
| – | – | 0.08% | 107 |
|
|
2019
Q2 | $251K | Sell |
707
-40
| -5% | -$14.2K | 0.08% | 111 |
|
|
2019
Q1 | $258K | Sell |
747
-266
| -26% | -$91.9K | 0.08% | 111 |
|
|
2018
Q4 | $307K | Sell |
1,013
-302
| -23% | -$91.5K | 0.12% | 105 |
|
|
2018
Q3 | $483K | Hold |
1,315
| – | – | 0.17% | 94 |
|
|
2018
Q2 | $467K | Buy |
1,315
+5
| +0.4% | +$1.78K | 0.18% | 91 |
|
|
2018
Q1 | $448K | Sell |
1,310
-180
| -12% | -$61.6K | 0.17% | 95 |
|
|
2017
Q4 | $515K | Sell |
1,490
-25
| -2% | -$8.64K | 0.2% | 88 |
|
|
2017
Q3 | $506K | Hold |
1,515
| – | – | 0.2% | 88 |
|
|
2017
Q2 | $481K | Buy |
+1,515
| New | +$481K | 0.19% | 91 |
|