FFSOTS
Fiduciary Financial Services of The Southwest’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $3.9M | Sell |
10,396
-99
| -0.9% | -$37.2K | 1.02% | 34 |
|
|
2019
Q3 | $3.7M | Sell |
10,495
-225
| -2% | -$79.3K | 0.99% | 33 |
|
|
2019
Q2 | $3.8M | Sell |
10,720
-30
| -0.3% | -$10.6K | 1.08% | 32 |
|
|
2019
Q1 | $3.71M | Sell |
10,750
-173
| -2% | -$59.8K | 1.08% | 31 |
|
|
2018
Q4 | $3.31M | Sell |
10,923
-367
| -3% | -$111K | 1.04% | 31 |
|
|
2018
Q3 | $4.15M | Sell |
11,290
-44
| -0.4% | -$16.2K | 1.15% | 31 |
|
|
2018
Q2 | $4.02M | Sell |
11,334
-861
| -7% | -$306K | 1.22% | 30 |
|
|
2018
Q1 | $4.17M | Sell |
12,195
-233
| -2% | -$79.6K | 1.28% | 29 |
|
|
2017
Q4 | $4.29M | Sell |
12,428
-348
| -3% | -$120K | 1.26% | 28 |
|
|
2017
Q3 | $4.17M | Sell |
12,776
-436
| -3% | -$142K | 1.25% | 30 |
|
|
2017
Q2 | $4.2M | Sell |
13,212
-585
| -4% | -$186K | 1.29% | 25 |
|
|
2017
Q1 | $4.31M | Sell |
13,797
-826
| -6% | -$258K | 1.37% | 25 |
|
|
2016
Q4 | $4.41M | Buy |
14,623
+356
| +2% | +$107K | 1.45% | 21 |
|
|
2016
Q3 | $4.03M | Sell |
14,267
-431
| -3% | -$122K | 1.29% | 26 |
|
|
2016
Q2 | $4M | Sell |
14,698
-99
| -0.7% | -$26.9K | 1.29% | 26 |
|
|
2016
Q1 | $3.89M | Sell |
14,797
-484
| -3% | -$127K | 1.38% | 22 |
|
|
2015
Q4 | $3.88M | Sell |
15,281
-102
| -0.7% | -$25.9K | 1.38% | 21 |
|
|
2015
Q3 | $3.83M | Sell |
15,383
-106
| -0.7% | -$26.4K | 1.34% | 22 |
|
|
2015
Q2 | $4.23M | Sell |
15,489
-163
| -1% | -$44.5K | 1.31% | 21 |
|
|
2015
Q1 | $4.34M | Buy |
15,652
+39
| +0.2% | +$10.8K | 1.27% | 22 |
|
|
2014
Q4 | $4.12M | Sell |
15,613
-318
| -2% | -$83.9K | 1.18% | 23 |
|
|
2014
Q3 | $3.97M | Sell |
15,931
-390
| -2% | -$97.2K | 1.12% | 25 |
|
|
2014
Q2 | $4.25M | Sell |
16,321
-326
| -2% | -$85K | 1.19% | 24 |
|
|
2014
Q1 | $4.17M | Sell |
16,647
-290
| -2% | -$72.7K | 1.26% | 22 |
|
|
2013
Q4 | $4.14M | Sell |
16,937
-260
| -2% | -$63.5K | 1.3% | 23 |
|
|
2013
Q3 | $3.89M | Sell |
17,197
-2,670
| -13% | -$604K | 1.28% | 24 |
|
|
2013
Q2 | $4.17M | Buy |
+19,867
| New | +$4.17M | 1.39% | 20 |
|