Financial Services Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,542
| Closed | -$825K | – | 60 |
|
|
2024
Q2 | $825K | Sell |
1,542
-1,352
| -47% | -$723K | 0.23% | 42 |
|
|
2024
Q1 | $1.61M | Hold |
2,894
| – | – | 0.4% | 33 |
|
|
2023
Q4 | $1.47M | Buy |
+2,894
| New | +$1.47M | 0.42% | 36 |
|
|
2021
Q3 | – | Sell |
-534
| Closed | -$262K | – | 53 |
|
|
2021
Q2 | $262K | Sell |
534
-13,683
| -96% | -$6.71M | 0.11% | 41 |
|
|
2021
Q1 | $6.77M | Sell |
14,217
-17,286
| -55% | -$8.23M | 3.07% | 10 |
|
|
2020
Q4 | $13.2M | Buy |
31,503
+381
| +1% | +$160K | 5.1% | 10 |
|
|
2020
Q3 | $10.5M | Sell |
31,122
-5,918
| -16% | -$2.01M | 7.61% | 6 |
|
|
2020
Q2 | $12M | Buy |
+37,040
| New | +$12M | 6.1% | 8 |
|