Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-539
| Closed | -$202K | – | 255 |
|
|
2019
Q4 | $202K | Buy |
+539
| New | +$202K | 0.01% | 181 |
|
|
2019
Q3 | – | Sell |
-615
| Closed | -$218K | – | 274 |
|
|
2019
Q2 | $218K | Buy |
+615
| New | +$218K | 0.02% | 222 |
|
|
2014
Q2 | – | Sell |
-1,070
| Closed | -$268K | – | 128 |
|
|
2014
Q1 | $268K | Buy |
+1,070
| New | +$268K | 0.12% | 100 |
|