Cetera Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,743
| Closed | -$553K | – | 46 |
|
2017
Q2 | $553K | Sell |
1,743
-575
| -25% | -$182K | 0.7% | 35 |
|
2017
Q1 | $724K | Sell |
2,318
-1,489
| -39% | -$465K | 0.83% | 30 |
|
2016
Q4 | $1.15M | Hold |
3,807
| – | – | 0.86% | 31 |
|
2016
Q3 | $1.08M | Hold |
3,807
| – | – | 0.69% | 53 |
|
2016
Q2 | $1.04M | Hold |
3,807
| – | – | 0.61% | 55 |
|
2016
Q1 | $1M | Hold |
3,807
| – | – | 0.52% | 68 |
|
2015
Q4 | $968K | Buy |
+3,807
| New | +$968K | 0.39% | 95 |
|