Fusion Family Wealth’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-102
| Closed | -$7K | – | 82 |
|
|
2021
Q1 | $7K | Sell |
102
-3
| -3% | -$206 | ﹤0.01% | 90 |
|
|
2020
Q4 | $6K | Hold |
105
| – | – | ﹤0.01% | 83 |
|
|
2020
Q3 | $5K | Buy |
105
+7
| +7% | +$333 | ﹤0.01% | 87 |
|
|
2020
Q2 | $4K | Buy |
98
+5
| +5% | +$204 | ﹤0.01% | 95 |
|
|
2020
Q1 | $3K | Buy |
93
+16
| +21% | +$516 | ﹤0.01% | 111 |
|
|
2019
Q4 | $4K | Hold |
77
| – | – | ﹤0.01% | 114 |
|
|
2019
Q3 | $4K | Buy |
77
+26
| +51% | +$1.35K | ﹤0.01% | 120 |
|
|
2019
Q2 | $3K | Hold |
51
| – | – | ﹤0.01% | 135 |
|
|
2019
Q1 | $3K | Sell |
51
-2,300
| -98% | -$135K | ﹤0.01% | 130 |
|
|
2018
Q4 | $104K | Buy |
2,351
+2,329
| +10,586% | +$103K | 0.03% | 87 |
|
|
2018
Q3 | $1K | Buy |
22
+2
| +10% | +$91 | ﹤0.01% | 252 |
|
|
2018
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 275 |
|