Intercontinental Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.85M | Sell |
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|
2023
Q1 | $2.78M | Sell |
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|
2022
Q4 | $2.7M | Sell |
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|
2022
Q3 | $2.46M | Hold |
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|
2022
Q2 | $2.53M | Buy |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.14M | Sell |
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|
2021
Q3 | $3.05M | Buy |
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|
2021
Q2 | $3.05M | Sell |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $2.83M | Sell |
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|
2020
Q3 | $2.65M | Sell |
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|
2020
Q2 | $2.58M | Sell |
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|
2020
Q1 | $2.17M | Buy |
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|
2019
Q4 | $2.07M | Sell |
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|
2019
Q3 | $2.94M | Sell |
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|
2019
Q2 | $3.05M | Sell |
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|
2019
Q1 | $3.07M | Sell |
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|
2018
Q4 | $2.71M | Sell |
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|
2018
Q3 | $4.36M | Sell |
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|
2018
Q2 | $4.26M | Buy |
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|
2018
Q1 | $4.02M | Sell |
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|
2017
Q4 | $4.16M | Buy |
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|
2017
Q3 | $3.65M | Buy |
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|
2017
Q2 | $3.13M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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|
2016
Q4 | $1.4M | Buy |
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|
2016
Q3 | $1.05M | Buy |
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|
2016
Q2 | $850K | Buy |
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