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Confluence Wealth Services’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Confluence Wealth Services’s Portfolio MDYG Stock Details MDYG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,184
Closed -$718K – 343
2024
Q3 		$718K Sell
8,184
-15,937
-66% -$1.4M 0.05% 186
2024
Q2 		$2.03M Buy
24,121
+13,645
+130% +$1.15M 0.16% 74
2024
Q1 		$914K Buy
+10,476
New +$914K 0.08% 137