Horan Capital 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-213
| Closed | -$72K | – | 200 |
|
2020
Q3 | $72K | Buy |
+213
| New | +$72K | 0.04% | 148 |
|
2020
Q1 | – | Sell |
-213
| Closed | -$80K | – | 184 |
|
2019
Q4 | $80K | Hold |
213
| – | – | 0.05% | 118 |
|
2019
Q3 | $75K | Buy |
+213
| New | +$75K | 0.05% | 120 |
|
2019
Q2 | – | Sell |
-213
| Closed | -$74K | – | 178 |
|
2019
Q1 | $74K | Buy |
+213
| New | +$74K | 0.05% | 121 |
|
2017
Q4 | – | Sell |
-313
| Closed | -$102K | – | 189 |
|
2017
Q3 | $102K | Buy |
+313
| New | +$102K | 0.06% | 103 |
|