Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,321
| Closed | -$547K | – | 793 |
|
|
2022
Q2 | $547K | Sell |
1,321
-78
| -6% | -$32.3K | 0.04% | 380 |
|
|
2022
Q1 | $687K | Sell |
1,399
-14
| -1% | -$6.88K | 0.05% | 375 |
|
|
2021
Q4 | $732K | Buy |
1,413
+8
| +0.6% | +$4.14K | 0.05% | 393 |
|
|
2021
Q3 | $675K | Buy |
+1,405
| New | +$675K | 0.05% | 400 |
|
|
2021
Q2 | – | Sell |
-1,138
| Closed | -$542K | – | 782 |
|
|
2021
Q1 | $542K | Sell |
1,138
-52
| -4% | -$24.8K | 0.04% | 452 |
|
|
2020
Q4 | $500K | Sell |
1,190
-110
| -8% | -$46.2K | 0.03% | 448 |
|
|
2020
Q3 | $440K | Buy |
1,300
+296
| +29% | +$100K | 0.04% | 389 |
|
|
2020
Q2 | $326K | Sell |
1,004
-122
| -11% | -$39.6K | 0.03% | 433 |
|
|
2020
Q1 | $296K | Sell |
1,126
-399
| -26% | -$105K | 0.04% | 353 |
|
|
2019
Q4 | $573K | Sell |
1,525
-11
| -0.7% | -$4.13K | 0.06% | 286 |
|
|
2019
Q3 | $542K | Sell |
1,536
-148
| -9% | -$52.2K | 0.06% | 272 |
|
|
2019
Q2 | $597K | Buy |
1,684
+43
| +3% | +$15.2K | 0.07% | 252 |
|
|
2019
Q1 | $567K | Sell |
1,641
-2,969
| -64% | -$1.03M | 0.07% | 247 |
|
|
2018
Q4 | $1.4M | Sell |
4,610
-3,338
| -42% | -$1.01M | 0.19% | 130 |
|
|
2018
Q3 | $2.92M | Buy |
7,948
+1,302
| +20% | +$479K | 0.33% | 78 |
|
|
2018
Q2 | $2.36M | Sell |
6,646
-45
| -0.7% | -$16K | 0.29% | 90 |
|
|
2018
Q1 | $2.29M | Sell |
6,691
-173
| -3% | -$59.1K | 0.3% | 83 |
|
|
2017
Q4 | $2.37M | Buy |
+6,864
| New | +$2.37M | 0.32% | 75 |
|