Financial Gravity Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $11.1K | Buy |
+180
| New | +$11.1K | ﹤0.01% | 579 |
|
|
2024
Q2 | – | Sell |
-64
| Closed | -$34K | – | 2095 |
|
|
2024
Q1 | $34K | Buy |
64
+32
| +100% | +$17K | ﹤0.01% | 441 |
|
|
2023
Q4 | $16.2K | Buy |
+32
| New | +$16.2K | ﹤0.01% | 714 |
|
|
2019
Q4 | – | Sell |
-58
| Closed | -$20K | – | 1604 |
|
|
2019
Q3 | $20K | Sell |
58
-1,953
| -97% | -$673K | 0.02% | 451 |
|
|
2019
Q2 | $713K | Sell |
2,011
-573
| -22% | -$203K | 0.59% | 46 |
|
|
2019
Q1 | $904K | Buy |
+2,584
| New | +$904K | 0.73% | 34 |
|
|
2018
Q3 | – | Sell |
-82
| Closed | -$30K | – | 1531 |
|
|
2018
Q2 | $30K | Sell |
82
-21,289
| -100% | -$7.79M | 0.03% | 422 |
|
|
2018
Q1 | $7.29M | Buy |
+21,371
| New | +$7.29M | 7.46% | 1 |
|