Kore Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-651
| Closed | -$221K | – | 343 |
|
|
2020
Q3 | $221K | Sell |
651
-421
| -39% | -$143K | 0.04% | 237 |
|
|
2020
Q2 | $347K | Buy |
1,072
+351
| +49% | +$114K | 0.07% | 163 |
|
|
2020
Q1 | $190K | Buy |
721
+414
| +135% | +$109K | 0.05% | 215 |
|
|
2019
Q4 | $115K | Buy |
+307
| New | +$115K | 0.02% | 339 |
|
|
2019
Q2 | – | Sell |
-52
| Closed | -$18K | – | 568 |
|
|
2019
Q1 | $18K | Sell |
52
-373
| -88% | -$129K | ﹤0.01% | 520 |
|
|
2018
Q4 | $129K | Buy |
+425
| New | +$129K | 0.04% | 259 |
|