DWM
Denver Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Sell |
7,412
-719
| -9% | -$62.5K | 0.27% | 42 |
|
|
2025
Q1 | $646K | Sell |
8,131
-13,039
| -62% | -$1.04M | 0.29% | 41 |
|
|
2024
Q4 | $1.84M | Buy |
21,170
+1,387
| +7% | +$121K | 0.83% | 19 |
|
|
2024
Q3 | $1.74M | Buy |
19,783
+912
| +5% | +$80K | 0.8% | 21 |
|
|
2024
Q2 | $1.59M | Buy |
18,871
+11,998
| +175% | +$1.01M | 0.79% | 19 |
|
|
2024
Q1 | $600K | Sell |
6,873
-176
| -2% | -$15.4K | 0.31% | 44 |
|
|
2023
Q4 | $533K | Buy |
7,049
+227
| +3% | +$17.2K | 0.3% | 40 |
|
|
2023
Q3 | $472K | Buy |
6,822
+1,075
| +19% | +$74.3K | 0.31% | 42 |
|
|
2023
Q2 | $412K | Sell |
5,747
-1,461
| -20% | -$105K | 0.29% | 48 |
|
|
2023
Q1 | $493K | Sell |
7,208
-47,846
| -87% | -$3.27M | 0.34% | 46 |
|
|
2022
Q4 | $3.6M | Buy |
55,054
+8,647
| +19% | +$565K | 2.69% | 12 |
|
|
2022
Q3 | $2.8M | Buy |
+46,407
| New | +$2.8M | 2.65% | 11 |
|