Destination Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-51
| Closed | -$18K | – | 353 |
|
|
2019
Q2 | $18K | Sell |
51
-261
| -84% | -$92.1K | ﹤0.01% | 387 |
|
|
2019
Q1 | $108K | Buy |
+312
| New | +$108K | 0.01% | 183 |
|
|
2018
Q2 | – | Sell |
-6
| Closed | -$2K | – | 598 |
|
|
2018
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 508 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$333K | – | 254 |
|
|
2015
Q1 | $333K | Hold |
1,200
| – | – | 0.04% | 95 |
|
|
2014
Q4 | $317K | Sell |
1,200
-98
| -8% | -$25.9K | 0.03% | 95 |
|
|
2014
Q3 | $324K | Buy |
1,298
+98
| +8% | +$24.5K | 0.03% | 108 |
|
|
2014
Q2 | $313K | Hold |
1,200
| – | – | 0.03% | 112 |
|
|
2014
Q1 | $301K | Buy |
+1,200
| New | +$301K | 0.03% | 103 |
|