Graves Light Lenhart Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-140
| Closed | -$58K | – | 403 |
|
|
2022
Q2 | $58K | Sell |
140
-75
| -35% | -$31.1K | 0.01% | 289 |
|
|
2022
Q1 | $105K | Hold |
215
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $111K | Sell |
215
-31
| -13% | -$16K | 0.02% | 277 |
|
|
2021
Q3 | $118K | Hold |
246
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $121K | Hold |
246
| – | – | 0.02% | 247 |
|
|
2021
Q1 | $117K | Hold |
246
| – | – | 0.02% | 250 |
|
|
2020
Q4 | $103K | Buy |
+246
| New | +$103K | 0.02% | 259 |
|