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