GGM Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-541
| Closed | -$308K | – | 150 |
|
|
2024
Q3 | $308K | Hold |
541
| – | – | 0.13% | 111 |
|
|
2024
Q2 | $289K | Buy |
541
+1
| +0.2% | +$535 | 0.13% | 109 |
|
|
2024
Q1 | $297K | Sell |
540
-190
| -26% | -$104K | 0.14% | 105 |
|
|
2023
Q4 | $368K | Buy |
730
+1
| +0.1% | +$504 | 0.15% | 96 |
|
|
2023
Q3 | $333K | Buy |
729
+1
| +0.1% | +$457 | 0.14% | 97 |
|
|
2023
Q2 | $354K | Buy |
+728
| New | +$354K | 0.14% | 95 |
|
|
2023
Q1 | – | Sell |
-727
| Closed | -$330K | – | 103 |
|
|
2022
Q4 | $330K | Buy |
727
+1
| +0.1% | +$454 | 0.17% | 94 |
|
|
2022
Q3 | $315K | Buy |
726
+240
| +49% | +$104K | 0.17% | 100 |
|
|
2022
Q2 | $202K | Hold |
486
| – | – | 0.11% | 127 |
|
|
2022
Q1 | $237K | Buy |
+486
| New | +$237K | 0.12% | 125 |
|