Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26
| Closed | -$13K | – | 231 |
|
|
2021
Q4 | $13K | Buy |
+26
| New | +$13K | 0.01% | 274 |
|
|
2021
Q2 | $13K | Hold |
26
| – | – | 0.01% | 243 |
|
|
2021
Q1 | $12K | Buy |
+26
| New | +$12K | 0.01% | 239 |
|
|
2020
Q3 | $8K | Hold |
26
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $8K | Sell |
26
-60
| -70% | -$18.5K | 0.01% | 195 |
|
|
2020
Q1 | $29.4K | Buy |
+86
| New | +$29.4K | 0.03% | 146 |
|
|
2019
Q4 | – | Sell |
-36
| Closed | -$13K | – | 183 |
|
|
2019
Q3 | $13K | Hold |
36
| – | – | 0.01% | 167 |
|
|
2019
Q2 | $13K | Sell |
36
-50
| -58% | -$18.1K | 0.01% | 178 |
|
|
2019
Q1 | $30K | Hold |
86
| – | – | 0.03% | 136 |
|
|
2018
Q4 | $26K | Hold |
86
| – | – | 0.03% | 146 |
|
|
2018
Q3 | $31.6K | Hold |
86
| – | – | 0.03% | 154 |
|
|
2018
Q2 | $30.5K | Hold |
86
| – | – | 0.03% | 148 |
|
|
2018
Q1 | $29.4K | Buy |
+86
| New | +$29.4K | 0.03% | 146 |
|