Inspirion Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
8,837
+1,200
| +16% | +$104K | 0.1% | 73 |
|
|
2025
Q1 | $607K | Sell |
7,637
-3,270
| -30% | -$260K | 0.08% | 85 |
|
|
2024
Q4 | $954K | Buy |
10,907
+3,270
| +43% | +$286K | 0.13% | 61 |
|
|
2024
Q3 | $670K | Hold |
7,637
| – | – | 0.09% | 84 |
|
|
2024
Q2 | $642K | Buy |
7,637
+180
| +2% | +$15.1K | 0.1% | 77 |
|
|
2024
Q1 | $651K | Buy |
7,457
+20
| +0.3% | +$1.75K | 0.11% | 78 |
|
|
2023
Q4 | $559K | Hold |
7,437
| – | – | 0.1% | 82 |
|
|
2023
Q3 | $514K | Buy |
7,437
+30
| +0.4% | +$2.07K | 0.1% | 84 |
|
|
2023
Q2 | $531K | Buy |
7,407
+75
| +1% | +$5.37K | 0.1% | 83 |
|
|
2023
Q1 | $502K | Sell |
7,332
-1,135
| -13% | -$77.7K | 0.1% | 81 |
|
|
2022
Q4 | $553K | Sell |
8,467
-3,310
| -28% | -$216K | 0.12% | 74 |
|
|
2022
Q3 | $711K | Buy |
11,777
+2,204
| +23% | +$133K | 0.16% | 58 |
|
|
2022
Q2 | $584K | Buy |
+9,573
| New | +$584K | 0.13% | 70 |
|