Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.81M | Sell |
10,007
-60
| -0.6% | -$28.9K | 2.76% | 7 |
|
|
2021
Q2 | $4.94M | Sell |
10,067
-194
| -2% | -$95.3K | 2.8% | 7 |
|
|
2021
Q1 | $4.89M | Sell |
10,261
-818
| -7% | -$389K | 2.95% | 7 |
|
|
2020
Q4 | $4.65M | Sell |
11,079
-712
| -6% | -$299K | 2.97% | 7 |
|
|
2020
Q3 | $4M | Sell |
11,791
-831
| -7% | -$282K | 3.13% | 7 |
|
|
2020
Q2 | $4.1M | Sell |
12,622
-110
| -0.9% | -$35.7K | 3.26% | 7 |
|
|
2020
Q1 | $3.35M | Sell |
12,732
-71
| -0.6% | -$18.7K | 3.69% | 7 |
|
|
2019
Q4 | $4.81M | Buy |
+12,803
| New | +$4.81M | 4.25% | 7 |
|