JFS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9K | Buy |
402
+1
| +0.2% | +$87 | ﹤0.01% | 540 |
|
|
2025
Q1 | $31.9K | Hold |
401
| – | – | ﹤0.01% | 556 |
|
|
2024
Q4 | $34.8K | Buy |
401
+1
| +0.3% | +$87 | ﹤0.01% | 525 |
|
|
2024
Q3 | $35.1K | Buy |
400
+1
| +0.3% | +$88 | ﹤0.01% | 527 |
|
|
2024
Q2 | $33.5K | Buy |
399
+1
| +0.3% | +$84 | ﹤0.01% | 489 |
|
|
2024
Q1 | $34.7K | Buy |
398
+1
| +0.3% | +$87 | ﹤0.01% | 505 |
|
|
2023
Q4 | $30.1K | Buy |
397
+1
| +0.3% | +$76 | ﹤0.01% | 496 |
|
|
2023
Q3 | $27.4K | Buy |
396
+2
| +0.5% | +$138 | ﹤0.01% | 476 |
|
|
2023
Q2 | $28.3K | Buy |
394
+1
| +0.3% | +$72 | ﹤0.01% | 462 |
|
|
2023
Q1 | $26.9K | Buy |
393
+1
| +0.3% | +$68 | ﹤0.01% | 473 |
|
|
2022
Q4 | $25.6K | Buy |
392
+1
| +0.3% | +$65 | ﹤0.01% | 479 |
|
|
2022
Q3 | $24K | Buy |
391
+2
| +0.5% | +$123 | ﹤0.01% | 532 |
|
|
2022
Q2 | $24K | Buy |
389
+1
| +0.3% | +$62 | ﹤0.01% | 549 |
|
|
2022
Q1 | $29K | Hold |
388
| – | – | ﹤0.01% | 529 |
|
|
2021
Q4 | $32K | Buy |
388
+23
| +6% | +$1.9K | ﹤0.01% | 496 |
|
|
2021
Q3 | $28K | Buy |
+365
| New | +$28K | ﹤0.01% | 493 |
|