Hochman Cole Investment 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
Q2 | – | Sell |
-500
| Closed | -$238K | – | 130 |
|
|
2021
Q1 | $238K | Sell |
500
-109
| -18% | -$51.9K | 0.1% | 113 |
|
|
2020
Q4 | $256K | Hold |
609
| – | – | 0.11% | 106 |
|
|
2020
Q3 | $206K | Buy |
+609
| New | +$206K | 0.1% | 111 |
|
|
2020
Q1 | – | Sell |
-609
| Closed | -$229K | – | 116 |
|
|
2019
Q4 | $229K | Hold |
609
| – | – | 0.12% | 107 |
|
|
2019
Q3 | $215K | Sell |
609
-14
| -2% | -$4.94K | 0.13% | 104 |
|
|
2019
Q2 | $221K | Hold |
623
| – | – | 0.13% | 105 |
|
|
2019
Q1 | $215K | Buy |
+623
| New | +$215K | 0.13% | 106 |
|
|
2018
Q4 | – | Sell |
-623
| Closed | -$229K | – | 118 |
|
|
2018
Q3 | $229K | Hold |
623
| – | – | 0.14% | 99 |
|
|
2018
Q2 | $221K | Hold |
623
| – | – | 0.15% | 95 |
|
|
2018
Q1 | $213K | Hold |
623
| – | – | 0.15% | 92 |
|
|
2017
Q4 | $215K | Hold |
623
| – | – | 0.14% | 94 |
|
|
2017
Q3 | $203K | Buy |
+623
| New | +$203K | 0.13% | 95 |
|