Harborview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $433K | Hold |
900
| – | – | 0.24% | 67 |
|
|
2021
Q2 | $442K | Hold |
900
| – | – | 0.25% | 67 |
|
|
2021
Q1 | $428K | Sell |
900
-100
| -10% | -$47.6K | 0.26% | 67 |
|
|
2020
Q4 | $420K | Hold |
1,000
| – | – | 0.28% | 64 |
|
|
2020
Q3 | $339K | Hold |
1,000
| – | – | 0.26% | 68 |
|
|
2020
Q2 | $324K | Buy |
1,000
+84
| +9% | +$27.2K | 0.27% | 66 |
|
|
2020
Q1 | $241K | Hold |
916
| – | – | 0.24% | 72 |
|
|
2019
Q4 | $344K | Hold |
916
| – | – | 0.26% | 58 |
|
|
2019
Q3 | $323K | Hold |
916
| – | – | 0.26% | 57 |
|
|
2019
Q2 | $325K | Buy |
916
+125
| +16% | +$44.4K | 0.26% | 56 |
|
|
2019
Q1 | $273K | Hold |
791
| – | – | 0.24% | 58 |
|
|
2018
Q4 | $239K | Hold |
791
| – | – | 0.28% | 45 |
|
|
2018
Q3 | $291K | Sell |
791
-100
| -11% | -$36.8K | 0.3% | 45 |
|
|
2018
Q2 | $316K | Sell |
891
-50
| -5% | -$17.7K | 0.29% | 52 |
|
|
2018
Q1 | $322K | Sell |
941
-56
| -6% | -$19.2K | 0.31% | 47 |
|
|
2017
Q4 | $344K | Buy |
+997
| New | +$344K | 0.33% | 43 |
|