J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $994K | Sell |
14,384
-1,819
| -11% | -$126K | ﹤0.01% | 973 |
|
|
2023
Q2 | $1.16M | Sell |
16,203
-1,729
| -10% | -$124K | 0.01% | 722 |
|
|
2023
Q1 | $1.23M | Sell |
17,932
-215
| -1% | -$14.7K | ﹤0.01% | 1075 |
|
|
2022
Q4 | $1.19M | Sell |
18,147
-2,200
| -11% | -$144K | ﹤0.01% | 1068 |
|
|
2022
Q3 | $1.23M | Sell |
20,347
-927
| -4% | -$55.9K | ﹤0.01% | 1043 |
|
|
2022
Q2 | $1.3M | Sell |
21,274
-7,449
| -26% | -$454K | ﹤0.01% | 1008 |
|
|
2022
Q1 | $2.13M | Sell |
28,723
-873
| -3% | -$64.8K | ﹤0.01% | 876 |
|
|
2021
Q4 | $2.41M | Buy |
29,596
+402
| +1% | +$32.8K | 0.01% | 831 |
|
|
2021
Q3 | $2.21M | Buy |
29,194
+659
| +2% | +$49.9K | 0.01% | 858 |
|
|
2021
Q2 | $2.21M | Buy |
28,535
+2,762
| +11% | +$214K | 0.01% | 829 |
|
|
2021
Q1 | $1.94M | Sell |
25,773
-793
| -3% | -$59.6K | 0.01% | 780 |
|
|
2020
Q4 | $1.84M | Buy |
26,566
+8,949
| +51% | +$620K | 0.01% | 767 |
|
|
2020
Q3 | $1.01M | Buy |
17,617
+13,337
| +312% | +$765K | ﹤0.01% | 888 |
|
|
2020
Q2 | $230K | Buy |
+4,280
| New | +$230K | ﹤0.01% | 1413 |
|