Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-439
| Closed | -$27K | – | 492 |
|
|
2022
Q2 | $27K | Buy |
439
+1
| +0.2% | +$62 | 0.01% | 275 |
|
|
2022
Q1 | $32K | Hold |
438
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $35K | Buy |
+438
| New | +$35K | 0.01% | 200 |
|
|
2021
Q1 | – | Sell |
-396
| Closed | -$27K | – | 329 |
|
|
2020
Q4 | $27K | Buy |
+396
| New | +$27K | 0.02% | 191 |
|