Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.16M | Sell |
55,057
-1,577
| -3% | -$90.5K | 0.51% | 34 |
|
|
2020
Q2 | $3.05M | Buy |
56,634
+767
| +1% | +$41.3K | 0.53% | 35 |
|
|
2020
Q1 | $2.39M | Buy |
55,867
+3,790
| +7% | +$162K | 0.49% | 37 |
|
|
2019
Q4 | $2.97M | Buy |
52,077
+2,290
| +5% | +$131K | 0.52% | 35 |
|
|
2019
Q3 | $2.68M | Buy |
49,787
+1,384
| +3% | +$74.4K | 0.49% | 36 |
|
|
2019
Q2 | $2.63M | Buy |
48,403
+1,818
| +4% | +$98.7K | 0.48% | 36 |
|
|
2019
Q1 | $2.45M | Sell |
46,585
-68,854
| -60% | -$3.62M | 0.47% | 35 |
|
|
2018
Q4 | $5.29M | Buy |
115,439
+1,262
| +1% | +$57.9K | 1.2% | 19 |
|
|
2018
Q3 | $6.39M | Sell |
114,177
-230,512
| -67% | -$12.9M | 1.36% | 18 |
|
|
2018
Q2 | $18.6M | Buy |
344,689
+13,141
| +4% | +$710K | 4.08% | 8 |
|
|
2018
Q1 | $17.4M | Buy |
331,548
+1,272
| +0.4% | +$66.7K | 3.98% | 9 |
|
|
2017
Q4 | $17.1M | Buy |
330,276
+11,640
| +4% | +$603K | 5% | 6 |
|
|
2017
Q3 | $15.7M | Buy |
318,636
+9,327
| +3% | +$458K | 4.99% | 6 |
|
|
2017
Q2 | $14.8M | Buy |
309,309
+13,197
| +4% | +$630K | 4.98% | 6 |
|
|
2017
Q1 | $13.7M | Buy |
296,112
+8,484
| +3% | +$393K | 4.88% | 6 |
|
|
2016
Q4 | $12.8M | Buy |
287,628
+10,881
| +4% | +$482K | 4.96% | 6 |
|
|
2016
Q3 | $11.8M | Buy |
276,747
+6,666
| +2% | +$283K | 5% | 6 |
|
|
2016
Q2 | $11.1M | Buy |
+270,081
| New | +$11.1M | 4.98% | 7 |
|