Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-162
| Closed | -$67K | – | 576 |
|
|
2022
Q2 | $67K | Hold |
162
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $79K | Hold |
162
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $84K | Hold |
162
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $78K | Hold |
162
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $80K | Hold |
162
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $77K | Sell |
162
-1
| -0.6% | -$475 | 0.01% | 263 |
|
|
2020
Q4 | $68K | Buy |
+163
| New | +$68K | 0.01% | 258 |
|