IPC
Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,760
| Closed | -$550K | – | 822 |
|
|
2017
Q1 | $550K | Buy |
+1,760
| New | +$550K | 0.19% | 190 |
|
|
2016
Q4 | – | Sell |
-55
| Closed | -$16K | – | 847 |
|
|
2016
Q3 | $16K | Sell |
55
-1,335
| -96% | -$388K | 0.01% | 642 |
|
|
2016
Q2 | $378K | Buy |
+1,390
| New | +$378K | 0.12% | 249 |
|
|
2016
Q1 | – | Sell |
-115
| Closed | -$29K | – | 788 |
|
|
2015
Q4 | $29K | Buy |
+115
| New | +$29K | 0.01% | 646 |
|
|
2015
Q1 | – | Sell |
-16,551
| Closed | -$4.37M | – | 1085 |
|
|
2014
Q4 | $4.37M | Buy |
16,551
+16,151
| +4,038% | +$4.26M | 0.88% | 10 |
|
|
2014
Q3 | $100K | Sell |
400
-2,285
| -85% | -$571K | 0.03% | 549 |
|
|
2014
Q2 | $700K | Sell |
2,685
-2,290
| -46% | -$597K | 0.2% | 147 |
|
|
2014
Q1 | $1.25M | Buy |
+4,975
| New | +$1.25M | 0.39% | 56 |
|