GYL Financial Synergies’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
Q3 | $19.1M | Buy |
33,450
+451
| +1% | +$257K | 1.43% | 12 |
|
2024
Q2 | $17.7M | Sell |
32,999
-95
| -0.3% | -$50.8K | 1.36% | 13 |
|
2024
Q1 | $18.4M | Buy |
33,094
+120
| +0.4% | +$66.8K | 1.44% | 12 |
|
2023
Q4 | $16.7M | Buy |
32,974
+215
| +0.7% | +$109K | 1.38% | 11 |
|
2023
Q3 | $15M | Sell |
32,759
-691
| -2% | -$316K | 1.45% | 11 |
|
2023
Q2 | $16M | Buy |
33,450
+405
| +1% | +$194K | 1.46% | 11 |
|
2023
Q1 | $15.1M | Buy |
33,045
+32,229
| +3,950% | +$14.8M | 1.82% | 9 |
|
2022
Q4 | $361K | Buy |
816
+66
| +9% | +$29.2K | 0.08% | 161 |
|
2022
Q3 | $301K | Sell |
750
-188
| -20% | -$75.5K | 0.08% | 153 |
|
2022
Q2 | $388K | Buy |
938
+1
| +0.1% | +$414 | 0.11% | 122 |
|
2022
Q1 | $459K | Sell |
937
-416
| -31% | -$204K | 0.11% | 113 |
|
2021
Q4 | $700K | Buy |
1,353
+1
| +0.1% | +$517 | 0.19% | 91 |
|
2021
Q3 | $650K | Buy |
1,352
+1
| +0.1% | +$481 | 0.33% | 75 |
|
2021
Q2 | $663K | Buy |
1,351
+1
| +0.1% | +$491 | 0.34% | 71 |
|
2021
Q1 | $643K | Sell |
1,350
-118
| -8% | -$56.2K | 0.35% | 66 |
|
2020
Q4 | $617K | Buy |
1,468
+14
| +1% | +$5.88K | 0.36% | 67 |
|
2020
Q3 | $493K | Buy |
1,454
+2
| +0.1% | +$678 | 0.32% | 80 |
|
2020
Q2 | $471K | Sell |
1,452
-13,687
| -90% | -$4.44M | 0.34% | 72 |
|
2020
Q1 | $3.98M | Sell |
15,139
-1,271
| -8% | -$334K | 2.54% | 8 |
|
2019
Q4 | $6.16M | Buy |
16,410
+1
| +0% | +$375 | 2.72% | 8 |
|
2019
Q3 | $5.78M | Sell |
16,409
-44
| -0.3% | -$15.5K | 2.88% | 7 |
|
2019
Q2 | $5.83M | Sell |
16,453
-714
| -4% | -$253K | 3.09% | 7 |
|
2019
Q1 | $5.93M | Sell |
17,167
-3,155
| -16% | -$1.09M | 3.33% | 7 |
|
2018
Q4 | $6.15M | Buy |
+20,322
| New | +$6.15M | 4.47% | 4 |
|