Capstone Triton Financial Group’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
Q4 | $202K | Hold |
2,328
| – | – | 0.13% | 106 |
|
|
2024
Q3 | $204K | Buy |
+2,328
| New | +$204K | 0.13% | 104 |
|
|
2024
Q2 | – | Sell |
-2,303
| Closed | -$201K | – | 99 |
|
|
2024
Q1 | $201K | Sell |
2,303
-393
| -15% | -$34.3K | 0.14% | 99 |
|
|
2023
Q4 | $204K | Buy |
+2,696
| New | +$204K | 0.15% | 104 |
|
|
2023
Q3 | – | Sell |
-3,015
| Closed | -$216K | – | 104 |
|
|
2023
Q2 | $216K | Sell |
3,015
-198
| -6% | -$14.2K | 0.15% | 97 |
|
|
2023
Q1 | $220K | Sell |
3,213
-188
| -6% | -$12.9K | 0.17% | 92 |
|
|
2022
Q4 | $222K | Sell |
3,401
-288
| -8% | -$18.8K | 0.18% | 91 |
|
|
2022
Q3 | $223K | Buy |
3,689
+10
| +0.3% | +$604 | 0.19% | 89 |
|
|
2022
Q2 | $243K | Hold |
3,679
| – | – | 0.18% | 89 |
|
|
2022
Q1 | $254K | Sell |
3,679
-148
| -4% | -$10.2K | 0.18% | 91 |
|
|
2021
Q4 | $312K | Sell |
3,827
-18
| -0.5% | -$1.47K | 0.63% | 60 |
|
|
2021
Q3 | $310K | Hold |
3,845
| – | – | 0.19% | 92 |
|
|
2021
Q2 | $298K | Sell |
3,845
-53
| -1% | -$4.11K | 0.18% | 95 |
|
|
2021
Q1 | $293K | Buy |
3,898
+761
| +24% | +$57.2K | 0.19% | 88 |
|
|
2020
Q4 | $217K | Buy |
+3,137
| New | +$217K | 0.13% | 102 |
|