Kingswood 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 | $2.95M | Buy |
33,915
+1,701
| +5% | +$148K | 0.23% | 100 |
|
|
2025
Q1 | $2.56M | Buy |
32,214
+613
| +2% | +$48.7K | 0.23% | 100 |
|
|
2024
Q4 | $2.75M | Buy |
31,601
+29,170
| +1,200% | +$2.53M | 0.21% | 109 |
|
|
2024
Q3 | $213K | Buy |
2,431
+19
| +0.8% | +$1.67K | 0.02% | 653 |
|
|
2024
Q2 | $203K | Sell |
2,412
-82
| -3% | -$6.9K | 0.02% | 631 |
|
|
2024
Q1 | $218K | Sell |
2,494
-1,314
| -35% | -$115K | 0.03% | 561 |
|
|
2023
Q4 | $288K | Sell |
3,808
-771
| -17% | -$58.3K | 0.03% | 486 |
|
|
2023
Q3 | $317K | Buy |
+4,579
| New | +$317K | 0.05% | 320 |
|