Guardian Capital 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
Q1 | – | Sell |
-460
| Closed | -$231K | – | 176 |
|
2023
Q4 | $231K | Buy |
+460
| New | +$231K | 0.02% | 161 |
|
2023
Q2 | – | Sell |
-850
| Closed | -$386K | – | 169 |
|
2023
Q1 | $386K | Sell |
850
-3,585
| -81% | -$1.63M | 0.04% | 121 |
|
2022
Q4 | $2.08M | Sell |
4,435
-2,925
| -40% | -$1.37M | 0.24% | 79 |
|
2022
Q3 | $3.02M | Buy |
+7,360
| New | +$3.02M | 0.38% | 66 |
|