Burt Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,460
| Closed | -$215K | – | 117 |
|
|
2024
Q1 | $215K | Buy |
+2,460
| New | +$215K | 0.05% | 115 |
|
|
2022
Q1 | – | Sell |
-2,585
| Closed | -$211K | – | 104 |
|
|
2021
Q4 | $211K | Sell |
2,585
-60
| -2% | -$4.9K | 0.07% | 90 |
|
|
2021
Q3 | $200K | Hold |
2,645
| – | – | 0.06% | 96 |
|
|
2021
Q2 | $205K | Buy |
+2,645
| New | +$205K | 0.07% | 93 |
|
|
2021
Q1 | – | Sell |
-2,645
| Closed | -$183K | – | 250 |
|
|
2020
Q4 | $183K | Hold |
2,645
| – | – | 0.06% | 93 |
|
|
2020
Q3 | $152K | Sell |
2,645
-800
| -23% | -$46K | 0.06% | 99 |
|
|
2020
Q2 | $185K | Sell |
3,445
-36
| -1% | -$1.93K | 0.08% | 83 |
|
|
2020
Q1 | $149K | Buy |
3,481
+50
| +1% | +$2.14K | 0.07% | 94 |
|
|
2019
Q4 | $196K | Sell |
3,431
-5
| -0.1% | -$286 | 0.08% | 85 |
|
|
2019
Q3 | $185K | Sell |
3,436
-141
| -4% | -$7.59K | 0.08% | 87 |
|
|
2019
Q2 | $194K | Hold |
3,577
| – | – | 0.09% | 83 |
|
|
2019
Q1 | $188K | Sell |
3,577
-2,546
| -42% | -$134K | 0.08% | 85 |
|
|
2018
Q4 | $281K | Buy |
6,123
+2,897
| +90% | +$133K | 0.13% | 68 |
|
|
2018
Q3 | $180K | Sell |
3,226
-249
| -7% | -$13.9K | 0.08% | 93 |
|
|
2018
Q2 | $188K | Sell |
3,475
-2
| -0.1% | -$108 | 0.09% | 83 |
|
|
2018
Q1 | $182K | Buy |
3,477
+102
| +3% | +$5.34K | 0.09% | 81 |
|
|
2017
Q4 | $175K | Buy |
3,375
+45
| +1% | +$2.33K | 0.11% | 83 |
|
|
2017
Q3 | $164K | Sell |
3,330
-33
| -1% | -$1.63K | 0.11% | 85 |
|
|
2017
Q2 | $160K | Buy |
3,363
+105
| +3% | +$5K | 0.11% | 84 |
|
|
2017
Q1 | $151K | Buy |
3,258
+6
| +0.2% | +$278 | 0.11% | 77 |
|
|
2016
Q4 | $144K | Buy |
3,252
+90
| +3% | +$3.99K | 0.13% | 88 |
|
|
2016
Q3 | $134K | Buy |
3,162
+9
| +0.3% | +$381 | 0.14% | 83 |
|
|
2016
Q2 | $129K | Sell |
3,153
-609
| -16% | -$24.9K | 0.14% | 81 |
|
|
2016
Q1 | $149K | Buy |
3,762
+312
| +9% | +$12.4K | 0.14% | 75 |
|
|
2015
Q4 | $135K | Buy |
3,450
+795
| +30% | +$31.1K | 0.11% | 84 |
|
|
2015
Q3 | $102K | Buy |
2,655
+132
| +5% | +$5.07K | 0.13% | 90 |
|
|
2015
Q2 | $115K | Buy |
2,523
+126
| +5% | +$5.74K | 0.13% | 94 |
|
|
2015
Q1 | $101K | Sell |
2,397
-270
| -10% | -$11.4K | 0.1% | 91 |
|
|
2014
Q4 | $115K | Buy |
+2,667
| New | +$115K | 0.12% | 92 |
|