Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$9.13K | – | 487 |
|
|
2023
Q3 | $9.13K | Hold |
20
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $9.58K | Buy |
+20
| New | +$9.58K | ﹤0.01% | 295 |
|
|
2022
Q3 | – | Sell |
-30
| Closed | -$12K | – | 336 |
|
|
2022
Q2 | $12K | Hold |
30
| – | – | ﹤0.01% | 271 |
|
|
2022
Q1 | $15K | Hold |
30
| – | – | ﹤0.01% | 281 |
|
|
2021
Q4 | $16K | Hold |
30
| – | – | ﹤0.01% | 274 |
|
|
2021
Q3 | $14K | Hold |
30
| – | – | ﹤0.01% | 285 |
|
|
2021
Q2 | $15K | Hold |
30
| – | – | 0.01% | 265 |
|
|
2021
Q1 | $14K | Hold |
30
| – | – | 0.01% | 280 |
|
|
2020
Q4 | $13K | Hold |
30
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $10K | Sell |
30
-51
| -63% | -$17K | ﹤0.01% | 276 |
|
|
2020
Q2 | $26K | Sell |
81
-110
| -58% | -$35.3K | 0.01% | 252 |
|
|
2020
Q1 | $50K | Sell |
191
-19
| -9% | -$4.97K | 0.03% | 170 |
|
|
2019
Q4 | $79K | Sell |
210
-13
| -6% | -$4.89K | 0.03% | 153 |
|
|
2019
Q3 | $79K | Sell |
223
-175
| -44% | -$62K | 0.04% | 146 |
|
|
2019
Q2 | $141K | Sell |
398
-74
| -16% | -$26.2K | 0.07% | 115 |
|
|
2019
Q1 | $163K | Sell |
472
-790
| -63% | -$273K | 0.08% | 126 |
|
|
2018
Q4 | $382K | Buy |
+1,262
| New | +$382K | 0.22% | 93 |
|