KCS Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-861
| Closed | -$412K | – | 147 |
|
|
2023
Q2 | $412K | Buy |
+861
| New | +$412K | 0.14% | 110 |
|
|
2019
Q4 | – | Sell |
-519
| Closed | -$183K | – | 305 |
|
|
2019
Q3 | $183K | Buy |
+519
| New | +$183K | 0.13% | 155 |
|
|
2019
Q2 | – | Sell |
-578
| Closed | -$200K | – | 156 |
|
|
2019
Q1 | $200K | Buy |
+578
| New | +$200K | 0.17% | 142 |
|
|
2018
Q4 | – | Sell |
-657
| Closed | -$241K | – | 157 |
|
|
2018
Q3 | $241K | Sell |
657
-405
| -38% | -$149K | 0.22% | 134 |
|
|
2018
Q2 | $377K | Sell |
1,062
-677
| -39% | -$240K | 0.35% | 112 |
|
|
2018
Q1 | $594K | Buy |
1,739
+129
| +8% | +$44.1K | 0.54% | 75 |
|
|
2017
Q4 | $556K | Buy |
+1,610
| New | +$556K | 0.54% | 75 |
|