Journey Strategic Wealth’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
Q1 | – | Sell |
-11,152
| Closed | -$5.66M | – | 322 |
|
|
2023
Q4 | $5.66M | Hold |
11,152
| – | – | 0.27% | 18 |
|
|
2023
Q3 | $5.09M | Hold |
11,152
| – | – | 0.24% | 18 |
|
|
2023
Q2 | $5.34M | Hold |
11,152
| – | – | 0.24% | 20 |
|
|
2023
Q1 | $5.11M | Hold |
11,152
| – | – | 0.54% | 19 |
|
|
2022
Q4 | $4.94M | Hold |
11,152
| – | – | 0.58% | 17 |
|
|
2022
Q3 | $4.48M | Hold |
11,152
| – | – | 0.6% | 15 |
|
|
2022
Q2 | $4.61M | Hold |
11,152
| – | – | 0.62% | 14 |
|
|
2022
Q1 | $5.47M | Sell |
11,152
-6,760
| -38% | -$3.32M | 0.6% | 8 |
|
|
2021
Q4 | $9.27M | Buy |
+17,912
| New | +$9.27M | 0.97% | 11 |
|