Fernwood Investment Management’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
Q3 | – | Sell |
-2,596
| Closed | -$218K | – | 202 |
|
|
2024
Q2 | $218K | Hold |
2,596
| – | – | 0.07% | 183 |
|
|
2024
Q1 | $227K | Buy |
+2,596
| New | +$227K | 0.07% | 184 |
|
|
2023
Q3 | – | Sell |
-2,866
| Closed | -$205K | – | 192 |
|
|
2023
Q2 | $205K | Buy |
+2,866
| New | +$205K | 0.07% | 180 |
|
|
2022
Q2 | – | Sell |
-3,006
| Closed | -$223K | – | 197 |
|
|
2022
Q1 | $223K | Hold |
3,006
| – | – | 0.08% | 176 |
|
|
2021
Q4 | $245K | Hold |
3,006
| – | – | 0.08% | 176 |
|
|
2021
Q3 | $227K | Hold |
3,006
| – | – | 0.08% | 180 |
|
|
2021
Q2 | $233K | Sell |
3,006
-69
| -2% | -$5.35K | 0.08% | 180 |
|
|
2021
Q1 | $231K | Hold |
3,075
| – | – | 0.08% | 174 |
|
|
2020
Q4 | $213K | Buy |
+3,075
| New | +$213K | 0.08% | 173 |
|