Heritage Wealth Management (Arizona)’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $146K | Buy |
2,242
+1,121
| +100% | +$73.2K | 0.02% | 367 |
|
|
2022
Q3 | $68K | Sell |
1,121
-60
| -5% | -$3.64K | 0.02% | 367 |
|
|
2022
Q2 | $72K | Sell |
1,181
-90
| -7% | -$5.49K | 0.02% | 368 |
|
|
2022
Q1 | $94K | Buy |
+1,271
| New | +$94K | 0.03% | 375 |
|
|
2021
Q3 | $118K | Sell |
1,554
-257
| -14% | -$19.5K | 0.04% | 310 |
|
|
2021
Q2 | $140K | Buy |
+1,811
| New | +$140K | 0.05% | 279 |
|