JWM
Jackson Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,231
| Closed | -$562K | – | 149 |
|
|
2023
Q3 | $562K | Buy |
+1,231
| New | +$562K | 0.08% | 101 |
|
|
2023
Q1 | – | Sell |
-1,004
| Closed | -$445K | – | 159 |
|
|
2022
Q4 | $445K | Buy |
+1,004
| New | +$445K | 0.16% | 72 |
|
|
2021
Q2 | – | Sell |
-1,574
| Closed | -$749K | – | 131 |
|
|
2021
Q1 | $749K | Buy |
1,574
+347
| +28% | +$165K | 0.11% | 99 |
|
|
2020
Q4 | $515K | Buy |
+1,227
| New | +$515K | 0.07% | 113 |
|
|
2020
Q3 | – | Sell |
-1,262
| Closed | -$410K | – | 136 |
|
|
2020
Q2 | $410K | Buy |
+1,262
| New | +$410K | 0.07% | 113 |
|
|
2015
Q3 | – | Sell |
-12,950
| Closed | -$3.53M | – | 130 |
|
|
2015
Q2 | $3.53M | Sell |
12,950
-2,776
| -18% | -$757K | 1.19% | 19 |
|
|
2015
Q1 | $4.36M | Buy |
15,726
+1,184
| +8% | +$328K | 1.4% | 12 |
|
|
2014
Q4 | $3.84M | Buy |
+14,542
| New | +$3.84M | 1.25% | 20 |
|