Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-759
| Closed | -$214K | – | 715 |
|
|
2016
Q3 | $214K | Hold |
759
| – | – | 0.08% | 212 |
|
|
2016
Q2 | $207K | Sell |
759
-27
| -3% | -$7.36K | 0.08% | 214 |
|
|
2016
Q1 | $206K | Sell |
786
-1
| -0.1% | -$262 | 0.09% | 183 |
|
|
2015
Q4 | $200K | Sell |
787
-181
| -19% | -$46K | 0.09% | 183 |
|
|
2015
Q3 | $241K | Hold |
968
| – | – | 0.11% | 157 |
|
|
2015
Q2 | $264K | Buy |
968
+80
| +9% | +$21.8K | 0.1% | 149 |
|
|
2015
Q1 | $246K | Buy |
+888
| New | +$246K | 0.1% | 154 |
|