Foster Dykema Cabot & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $114K | Hold |
250
| – | – | 0.01% | 130 |
|
|
2023
Q2 | $120K | Hold |
250
| – | – | 0.01% | 131 |
|
|
2023
Q1 | $115K | Buy |
+250
| New | +$115K | 0.01% | 114 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$246K | – | 98 |
|
|
2021
Q2 | $246K | Hold |
500
| – | – | 0.03% | 84 |
|
|
2021
Q1 | $238K | Sell |
500
-25
| -5% | -$11.9K | 0.03% | 83 |
|
|
2020
Q4 | $220K | Buy |
+525
| New | +$220K | 0.03% | 90 |
|
|
2017
Q3 | – | Sell |
-2,749
| Closed | -$873K | – | 103 |
|
|
2017
Q2 | $873K | Hold |
2,749
| – | – | 0.16% | 52 |
|
|
2017
Q1 | $859K | Hold |
2,749
| – | – | 0.16% | 48 |
|
|
2016
Q4 | $829K | Sell |
2,749
-25
| -0.9% | -$7.54K | 0.16% | 52 |
|
|
2016
Q3 | $783K | Buy |
+2,774
| New | +$783K | 0.17% | 60 |
|