Kovitz Investment Group’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
2015
Q3
Sell
-1,119
Closed -$306K 106
2015
Q2
$306K Hold
1,119
0.02% 96
2015
Q1
$310K Sell
1,119
-290
-21% -$80.3K 0.02% 94
2014
Q4
$372K Sell
1,409
-1,240
-47% -$327K 0.02% 89
2014
Q3
$660K Buy
+2,649
New +$660K 0.03% 73