Cascade Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-320
| Closed | -$147K | – | 173 |
|
|
2023
Q1 | $147K | Buy |
+320
| New | +$147K | 0.12% | 111 |
|
|
2022
Q3 | – | Sell |
-330
| Closed | -$136K | – | 172 |
|
|
2022
Q2 | $136K | Hold |
330
| – | – | 0.11% | 119 |
|
|
2022
Q1 | $162K | Buy |
330
+130
| +65% | +$63.8K | 0.1% | 121 |
|
|
2021
Q4 | $104K | Hold |
200
| – | – | 0.06% | 135 |
|
|
2021
Q3 | $96.2K | Hold |
200
| – | – | 0.06% | 132 |
|
|
2021
Q2 | $98.2K | Hold |
200
| – | – | 0.06% | 129 |
|
|
2021
Q1 | $95.2K | Sell |
200
-45
| -18% | -$21.4K | 0.06% | 129 |
|
|
2020
Q4 | $103K | Hold |
245
| – | – | 0.08% | 128 |
|
|
2020
Q3 | $83K | Hold |
245
| – | – | 0.07% | 131 |
|
|
2020
Q2 | $79.5K | Hold |
245
| – | – | 0.08% | 126 |
|
|
2020
Q1 | $64.4K | Sell |
245
-150
| -38% | -$39.4K | 0.07% | 125 |
|
|
2019
Q4 | $148K | Buy |
+395
| New | +$148K | 0.11% | 112 |
|