Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-442
| Closed | -$229K | – | 808 |
|
|
2021
Q4 | $229K | Buy |
+442
| New | +$229K | 0.04% | 148 |
|
|
2020
Q1 | – | Sell |
-79
| Closed | -$30K | – | 869 |
|
|
2019
Q4 | $30K | Buy |
+79
| New | +$30K | 0.01% | 382 |
|
|
2019
Q3 | – | Sell |
-28
| Closed | -$10K | – | 861 |
|
|
2019
Q2 | $10K | Hold |
28
| – | – | ﹤0.01% | 495 |
|
|
2019
Q1 | $10K | Sell |
28
-3
| -10% | -$1.07K | ﹤0.01% | 503 |
|
|
2018
Q4 | $9K | Sell |
31
-205
| -87% | -$59.5K | ﹤0.01% | 496 |
|
|
2018
Q3 | $87K | Buy |
+236
| New | +$87K | 0.02% | 283 |
|