Householder Group Estate & Retirement Specialist’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-812
| Closed | -$71K | – | 926 |
|
2024
Q3 | $71K | Buy |
812
+4
| +0.5% | +$350 | 0.02% | 425 |
|
2024
Q2 | $67K | Sell |
808
-73
| -8% | -$6.05K | 0.02% | 431 |
|
2024
Q1 | $76.9K | Buy |
881
+5
| +0.6% | +$436 | 0.02% | 394 |
|
2023
Q4 | $66K | Buy |
876
+9
| +1% | +$678 | 0.02% | 410 |
|
2023
Q3 | $59.9K | Buy |
+867
| New | +$59.9K | 0.02% | 407 |
|
2023
Q1 | $779K | Buy |
+11,382
| New | +$779K | 0.3% | 73 |
|
2022
Q4 | – | Sell |
-852
| Closed | -$51K | – | 791 |
|
2022
Q3 | $51K | Buy |
+852
| New | +$51K | 0.02% | 396 |
|