Heritage Wealth Management (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
25,541
+1,556
| +6% | +$135K | 1.48% | 16 |
|
|
2025
Q1 | $1.91M | Buy |
23,985
+1,336
| +6% | +$106K | 1.43% | 17 |
|
|
2024
Q4 | $1.97M | Buy |
22,649
+7,313
| +48% | +$635K | 1.42% | 16 |
|
|
2024
Q3 | $1.35M | Sell |
15,336
-328
| -2% | -$28.8K | 0.95% | 18 |
|
|
2024
Q2 | $1.32M | Buy |
15,664
+189
| +1% | +$15.9K | 0.97% | 20 |
|
|
2024
Q1 | $1.35M | Sell |
15,475
-1,790
| -10% | -$156K | 1.02% | 20 |
|
|
2023
Q4 | $1.31M | Buy |
+17,265
| New | +$1.31M | 1.05% | 19 |
|