Echo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-443
| Closed | -$202K | – | 43 |
|
|
2023
Q3 | $202K | Hold |
443
| – | – | 0.22% | 38 |
|
|
2023
Q2 | $218K | Hold |
443
| – | – | 0.24% | 39 |
|
|
2023
Q1 | $203K | Hold |
443
| – | – | 0.22% | 40 |
|
|
2022
Q4 | $208K | Sell |
443
-79
| -15% | -$37.2K | 0.22% | 40 |
|
|
2022
Q3 | $222K | Sell |
522
-30
| -5% | -$12.8K | 0.29% | 40 |
|
|
2022
Q2 | $234K | Hold |
552
| – | – | 0.31% | 42 |
|
|
2022
Q1 | $264K | Hold |
552
| – | – | 0.31% | 44 |
|
|
2021
Q4 | $280K | Hold |
552
| – | – | 0.32% | 43 |
|
|
2021
Q3 | $270K | Hold |
552
| – | – | 0.32% | 44 |
|
|
2021
Q2 | $267K | Hold |
552
| – | – | 0.34% | 45 |
|
|
2021
Q1 | $263K | Hold |
552
| – | – | 0.33% | 47 |
|
|
2020
Q4 | $232K | Buy |
+552
| New | +$232K | 0.3% | 46 |
|