Gamble Jones Investment Counsel’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $615K | Hold |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $574K | Hold |
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|
2022
Q1 | $681K | Hold |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q3 | $603K | Hold |
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|
2021
Q2 | $616K | Sell |
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|
2021
Q1 | $1.17M | Hold |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $835K | Hold |
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|
2020
Q2 | $800K | Hold |
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|
2020
Q1 | $648K | Hold |
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|
2019
Q4 | $925K | Hold |
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|
2019
Q3 | $868K | Hold |
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|
2019
Q2 | $874K | Buy |
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|
2019
Q1 | $819K | Hold |
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|
2018
Q4 | $717K | Buy |
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|
2018
Q3 | $463K | Hold |
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|
2018
Q2 | $447K | Buy |
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|
2018
Q1 | $413K | Hold |
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|
2017
Q4 | $418K | Hold |
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|
2017
Q3 | $395K | Hold |
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|
2017
Q2 | $384K | Hold |
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|
2017
Q1 | $378K | Hold |
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|
2016
Q4 | $365K | Hold |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $466K | Hold |
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|
2016
Q1 | $449K | Sell |
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|
2015
Q4 | $455K | Hold |
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|
2015
Q3 | $446K | Sell |
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|
2015
Q2 | $537K | Hold |
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|
2015
Q1 | $545K | Sell |
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|
2014
Q4 | $532K | Sell |
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|
2014
Q3 | $544K | Buy |
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|
2014
Q2 | $551K | Buy |
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|
2014
Q1 | $202K | Buy |
|