Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-290
| Closed | -$162K | – | 1110 |
|
|
2024
Q1 | $162K | Hold |
290
| – | – | 0.03% | 216 |
|
|
2023
Q4 | $148K | Hold |
290
| – | – | 0.04% | 210 |
|
|
2023
Q3 | $133K | Hold |
290
| – | – | 0.04% | 203 |
|
|
2023
Q2 | $139K | Hold |
290
| – | – | 0.04% | 174 |
|
|
2023
Q1 | $132K | Hold |
290
| – | – | 0.04% | 171 |
|
|
2022
Q4 | $136K | Hold |
290
| – | – | 0.04% | 176 |
|
|
2022
Q3 | $120K | Hold |
290
| – | – | 0.04% | 168 |
|
|
2022
Q2 | $133K | Buy |
+290
| New | +$133K | 0.04% | 157 |
|