Confluence Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $11.8M | Buy |
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|
2020
Q2 | $9.45M | Sell |
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|
2020
Q1 | $7.78M | Sell |
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|
2019
Q4 | $12.4M | Sell |
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|
2019
Q3 | $11.8M | Sell |
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|
2019
Q2 | $12.1M | Sell |
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|
2019
Q1 | $12M | Sell |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $13.3M | Sell |
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|
2018
Q2 | $13.7M | Sell |
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|
2018
Q1 | $14.2M | Sell |
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|
2017
Q4 | $17.2M | Sell |
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|
2017
Q3 | $17.1M | Sell |
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|
2017
Q2 | $18.5M | Sell |
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|
2017
Q1 | $18.3M | Buy |
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|
2016
Q4 | $17.3M | Sell |
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|
2016
Q3 | $16.8M | Sell |
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|
2016
Q2 | $16.9M | Sell |
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|
2016
Q1 | $17.4M | Sell |
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|
2015
Q4 | $17.1M | Sell |
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|
2015
Q3 | $17.9M | Sell |
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|
2015
Q2 | $21M | Sell |
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|
2015
Q1 | $21.6M | Sell |
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|
2014
Q4 | $21.1M | Sell |
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|
2014
Q3 | $20.1M | Sell |
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|
2014
Q2 | $21.6M | Buy |
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|
2014
Q1 | $18.5M | Buy |
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