Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $103K | Hold |
226
| – | – | 0.01% | 384 |
|
|
2023
Q2 | $108K | Hold |
226
| – | – | 0.01% | 398 |
|
|
2023
Q1 | $104K | Buy |
+226
| New | +$104K | 0.01% | 405 |
|
|
2019
Q2 | – | Sell |
-270
| Closed | -$93K | – | 532 |
|
|
2019
Q1 | $93K | Buy |
+270
| New | +$93K | 0.03% | 231 |
|
|
2018
Q3 | – | Sell |
-233
| Closed | -$83K | – | 548 |
|
|
2018
Q2 | $83K | Buy |
+233
| New | +$83K | 0.03% | 278 |
|
|
2018
Q1 | – | Sell |
-233
| Closed | -$80K | – | 546 |
|
|
2017
Q4 | $80K | Buy |
+233
| New | +$80K | 0.04% | 315 |
|