KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $271K | Sell |
1,084
-73
| -6% | -$18.3K | 0.04% | 398 |
|
|
2014
Q2 | $301K | Sell |
1,157
-1,958
| -63% | -$509K | 0.04% | 382 |
|
|
2014
Q1 | $781K | Sell |
3,115
-1,952
| -39% | -$489K | 0.12% | 188 |
|
|
2013
Q4 | $1.24M | Sell |
5,067
-1,025
| -17% | -$250K | 0.21% | 116 |
|
|
2013
Q3 | $1.38M | Sell |
6,092
-2,218
| -27% | -$502K | 0.34% | 66 |
|
|
2013
Q2 | $1.75M | Buy |
+8,310
| New | +$1.75M | 0.49% | 42 |
|