HFS
Howard Financial Services’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-790
| Closed | -$401K | – | 162 |
|
2023
Q4 | $401K | Hold |
790
| – | – | 0.08% | 100 |
|
2023
Q3 | $361K | Hold |
790
| – | – | 0.08% | 99 |
|
2023
Q2 | $378K | Hold |
790
| – | – | 0.09% | 95 |
|
2023
Q1 | $362K | Hold |
790
| – | – | 0.09% | 96 |
|
2022
Q4 | $350K | Hold |
790
| – | – | 0.09% | 95 |
|
2022
Q3 | $317K | Buy |
+790
| New | +$317K | 0.1% | 92 |
|