Capital Advisory Group Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,340
| Closed | -$87K | – | 173 |
|
2022
Q2 | $87K | Hold |
1,340
| – | – | 0.05% | 151 |
|
2022
Q1 | $99K | Buy |
+1,340
| New | +$99K | 0.05% | 195 |
|
2021
Q4 | – | Sell |
-340
| Closed | -$26K | – | 356 |
|
2021
Q3 | $26K | Sell |
340
-200
| -37% | -$15.3K | 0.01% | 302 |
|
2021
Q2 | $42K | Hold |
540
| – | – | 0.02% | 279 |
|
2021
Q1 | $41K | Buy |
540
+10
| +2% | +$759 | 0.02% | 261 |
|
2020
Q4 | $37K | Buy |
530
+200
| +61% | +$14K | 0.02% | 265 |
|
2020
Q3 | $19K | Hold |
330
| – | – | 0.01% | 273 |
|
2020
Q2 | $18K | Hold |
330
| – | – | 0.01% | 265 |
|
2020
Q1 | $14K | Hold |
330
| – | – | 0.02% | 200 |
|
2019
Q4 | $19K | Buy |
330
+300
| +1,000% | +$17.3K | 0.01% | 140 |
|
2019
Q3 | $2K | Sell |
30
-25
| -45% | -$1.67K | ﹤0.01% | 395 |
|
2019
Q2 | $3K | Hold |
55
| – | – | ﹤0.01% | 362 |
|
2019
Q1 | $3K | Buy |
55
+20
| +57% | +$1.09K | ﹤0.01% | 355 |
|
2018
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 376 |
|
2018
Q3 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 336 |
|