Epstein & White Financial’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
Q4 | – | Sell |
-643
| Closed | -$226K | – | 80 |
|
|
2019
Q3 | $226K | Sell |
643
-509
| -44% | -$179K | 0.11% | 65 |
|
|
2019
Q2 | $410K | Sell |
1,152
-63
| -5% | -$22.4K | 0.22% | 50 |
|
|
2019
Q1 | $424K | Sell |
1,215
-703
| -37% | -$245K | 0.24% | 46 |
|
|
2018
Q4 | $585K | Buy |
1,918
+177
| +10% | +$54K | 0.37% | 26 |
|
|
2018
Q3 | $641K | Sell |
1,741
-90
| -5% | -$33.1K | 0.42% | 25 |
|
|
2018
Q2 | $656K | Sell |
1,831
-40
| -2% | -$14.3K | 0.49% | 28 |
|
|
2018
Q1 | $625K | Sell |
1,871
-20
| -1% | -$6.68K | 0.4% | 40 |
|
|
2017
Q4 | $684K | Buy |
+1,891
| New | +$684K | 0.4% | 39 |
|