EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$206K | – | 446 |
|
|
2024
Q2 | – | Sell |
-434
| Closed | -$242K | – | 248 |
|
|
2024
Q1 | $242K | Buy |
+434
| New | +$242K | 0.06% | 237 |
|
|
2022
Q2 | – | Sell |
-409
| Closed | -$200K | – | 330 |
|
|
2022
Q1 | $200K | Buy |
+409
| New | +$200K | 0.07% | 238 |
|
|
2020
Q2 | – | Sell |
-3,527
| Closed | -$927K | – | 521 |
|
|
2020
Q1 | $927K | Sell |
3,527
-203
| -5% | -$53.4K | 0.68% | 36 |
|
|
2019
Q4 | $1.4M | Buy |
+3,730
| New | +$1.4M | 1.03% | 24 |
|