FWM
Foresight Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $379K | Sell |
5,805
-49,647
| -90% | -$3.24M | 5.43% | 7 |
|
|
2022
Q3 | $3.35M | Sell |
55,452
-2,044
| -4% | -$123K | 0.77% | 12 |
|
|
2022
Q2 | $3.51M | Buy |
57,496
+396
| +0.7% | +$24.1K | 0.72% | 13 |
|
|
2022
Q1 | $4.24M | Sell |
57,100
-641
| -1% | -$47.6K | 0.78% | 12 |
|
|
2021
Q4 | $4.71M | Sell |
57,741
-183
| -0.3% | -$14.9K | 0.06% | 13 |
|
|
2021
Q3 | $4.38M | Buy |
57,924
+3,298
| +6% | +$249K | 0.88% | 14 |
|
|
2021
Q2 | $4.24M | Sell |
54,626
-543
| -1% | -$42.1K | 0.94% | 14 |
|
|
2021
Q1 | $4.14M | Sell |
55,169
-5
| -0% | -$376 | 1.05% | 13 |
|
|
2020
Q4 | $3.83M | Buy |
55,174
+3,848
| +7% | +$267K | 1.01% | 14 |
|
|
2020
Q3 | $2.95M | Buy |
51,326
+1,920
| +4% | +$110K | 0.99% | 12 |
|
|
2020
Q2 | $2.66M | Sell |
49,406
-7,445
| -13% | -$401K | 1.21% | 13 |
|
|
2020
Q1 | $2.43M | Buy |
56,851
+2,321
| +4% | +$99.4K | 1.68% | 11 |
|
|
2019
Q4 | $3.11M | Buy |
54,530
+2,929
| +6% | +$167K | 1.92% | 13 |
|
|
2019
Q3 | $2.77M | Buy |
51,601
+105
| +0.2% | +$5.64K | 2% | 14 |
|
|
2019
Q2 | $2.8M | Buy |
51,496
+2,031
| +4% | +$110K | 2.11% | 13 |
|
|
2019
Q1 | $2.6M | Buy |
49,465
+5,732
| +13% | +$301K | 2.26% | 13 |
|
|
2018
Q4 | $2.01M | Buy |
+43,733
| New | +$2.01M | 2.13% | 13 |
|