Fusion Family 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-88
| Closed | -$7K | – | 81 |
|
2021
Q1 | $7K | Hold |
88
| – | – | ﹤0.01% | 89 |
|
2020
Q4 | $6K | Hold |
88
| – | – | ﹤0.01% | 82 |
|
2020
Q3 | $5K | Buy |
88
+2
| +2% | +$114 | ﹤0.01% | 86 |
|
2020
Q2 | $5K | Buy |
86
+2
| +2% | +$116 | ﹤0.01% | 92 |
|
2020
Q1 | $4K | Buy |
84
+8
| +11% | +$381 | ﹤0.01% | 108 |
|
2019
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 113 |
|
2019
Q3 | $4K | Buy |
76
+24
| +46% | +$1.26K | ﹤0.01% | 119 |
|
2019
Q2 | $3K | Buy |
52
+7
| +16% | +$404 | ﹤0.01% | 134 |
|
2019
Q1 | $2K | Sell |
45
-2,245
| -98% | -$99.8K | ﹤0.01% | 136 |
|
2018
Q4 | $105K | Buy |
2,290
+2,263
| +8,381% | +$104K | 0.03% | 86 |
|
2018
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 236 |
|
2018
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 274 |
|