EverSource Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
3117
2024
Q1
Hold
0
2962
2023
Q2
Sell
-61
Closed -$4.19K 2560
2023
Q1
$4.19K Buy
+61
New +$4.19K ﹤0.01% 1707
2022
Q2
Sell
-20
Closed -$1K 1821
2022
Q1
$1K Hold
20
﹤0.01% 1650
2021
Q4
$2K Buy
+20
New +$2K ﹤0.01% 1576