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