Cape Investment Advisory’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
2025
Q1
Sell
-310
Closed -$26.9K 1174
2024
Q4
$26.9K Buy
310
+206
+198% +$17.9K 0.01% 432
2024
Q3
$9.09K Buy
104
+1
+1% +$87 ﹤0.01% 585
2024
Q2
$8.69K Sell
103
-35
-25% -$2.95K ﹤0.01% 546
2024
Q1
$12.1K Buy
138
+35
+34% +$3.06K 0.01% 516
2023
Q4
$7.79K Hold
103
﹤0.01% 712
2023
Q3
$7.09K Buy
103
+1
+1% +$69 ﹤0.01% 616
2023
Q2
$7.33K Hold
102
﹤0.01% 604
2023
Q1
$6.98K Buy
+102
New +$6.98K ﹤0.01% 608