FirstPurpose Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $572K | Sell |
6,744
-25
| -0.4% | -$2.12K | 0.21% | 85 |
|
|
2023
Q4 | $512K | Buy |
6,769
+349
| +5% | +$26.4K | 0.2% | 87 |
|
|
2023
Q3 | $444K | Buy |
6,420
+135
| +2% | +$9.33K | 0.19% | 91 |
|
|
2023
Q2 | $450K | Buy |
6,285
+829
| +15% | +$59.4K | 0.19% | 91 |
|
|
2023
Q1 | $373K | Buy |
5,456
+729
| +15% | +$49.9K | 0.18% | 101 |
|
|
2022
Q4 | $309K | Buy |
4,727
+212
| +5% | +$13.9K | 0.17% | 113 |
|
|
2022
Q3 | $272K | Buy |
+4,515
| New | +$272K | 0.18% | 105 |
|