Freedman Financial Associates’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,150
| Closed | -$235K | – | 271 |
|
2022
Q1 | $235K | Hold |
3,150
| – | – | 0.16% | 69 |
|
2021
Q4 | $257K | Sell |
3,150
-1,125
| -26% | -$91.8K | 0.18% | 59 |
|
2021
Q3 | $323K | Sell |
4,275
-1,350
| -24% | -$102K | 0.24% | 45 |
|
2021
Q2 | $436K | Hold |
5,625
| – | – | 0.33% | 38 |
|
2021
Q1 | $422K | Hold |
5,625
| – | – | 0.35% | 35 |
|
2020
Q4 | $390K | Buy |
+5,625
| New | +$390K | 0.35% | 36 |
|