JFS Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.9K | Buy |
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|
2025
Q1 | $31.9K | Hold |
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|
2024
Q4 | $34.8K | Buy |
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|
2024
Q3 | $35.1K | Buy |
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|
2024
Q2 | $33.5K | Buy |
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|
2024
Q1 | $34.7K | Buy |
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|
2023
Q4 | $30.1K | Buy |
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|
2023
Q3 | $27.4K | Buy |
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|
2023
Q2 | $28.3K | Buy |
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|
2023
Q1 | $26.9K | Buy |
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|
2022
Q4 | $25.6K | Buy |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $28K | Buy |
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