Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.6K | Hold |
548
| – | – | 0.01% | 346 |
|
|
2025
Q1 | $43.5K | Sell |
548
-25
| -4% | -$1.99K | 0.01% | 336 |
|
|
2024
Q4 | $49.8K | Sell |
573
-70
| -11% | -$6.08K | 0.01% | 330 |
|
|
2024
Q3 | $56.4K | Buy |
643
+116
| +22% | +$10.2K | 0.01% | 320 |
|
|
2024
Q2 | $44.3K | Hold |
527
| – | – | 0.01% | 324 |
|
|
2024
Q1 | $46K | Hold |
527
| – | – | 0.01% | 362 |
|
|
2023
Q4 | $39.9K | Sell |
527
-63
| -11% | -$4.77K | 0.01% | 384 |
|
|
2023
Q3 | $40.8K | Hold |
590
| – | – | 0.01% | 407 |
|
|
2023
Q2 | $42.3K | Sell |
590
-215
| -27% | -$15.4K | 0.01% | 389 |
|
|
2023
Q1 | $55.1K | Hold |
805
| – | – | 0.02% | 329 |
|
|
2022
Q4 | $52.6K | Buy |
+805
| New | +$52.6K | 0.02% | 370 |
|
|
2022
Q3 | – | Sell |
-805
| Closed | -$49K | – | 727 |
|
|
2022
Q2 | $49K | Buy |
805
+470
| +140% | +$28.6K | 0.01% | 384 |
|
|
2022
Q1 | $25K | Buy |
+335
| New | +$25K | 0.01% | 586 |
|