Fingerlakes Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,468
| Closed | -$214K | – | 88 |
|
2024
Q4 | $214K | Sell |
2,468
-135
| -5% | -$11.7K | 0.17% | 83 |
|
2024
Q3 | $228K | Sell |
2,603
-157
| -6% | -$13.8K | 0.19% | 83 |
|
2024
Q2 | $232K | Buy |
2,760
+7
| +0.3% | +$588 | 0.21% | 83 |
|
2024
Q1 | $240K | Buy |
2,753
+1
| +0% | +$87 | 0.23% | 82 |
|
2023
Q4 | $208K | Buy |
+2,752
| New | +$208K | 0.22% | 84 |
|