Kowal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24.6M | Buy |
43,102
+1,007
| +2% | +$574K | 4.52% | 6 |
|
|
2024
Q2 | $22.5M | Sell |
42,095
-473
| -1% | -$253K | 4.49% | 6 |
|
|
2024
Q1 | $23.7M | Buy |
42,568
+124
| +0.3% | +$69K | 5.12% | 5 |
|
|
2023
Q4 | $21.5M | Buy |
42,444
+1,753
| +4% | +$889K | 5.03% | 5 |
|
|
2023
Q3 | $18.6M | Buy |
40,691
+1,128
| +3% | +$515K | 5.01% | 5 |
|
|
2023
Q2 | $18.9M | Buy |
39,563
+2,456
| +7% | +$1.18M | 5.07% | 5 |
|
|
2023
Q1 | $17M | Buy |
37,107
+10,902
| +42% | +$5M | 4.82% | 5 |
|
|
2022
Q4 | $11.6M | Buy |
26,205
+21,858
| +503% | +$9.68M | 3.46% | 7 |
|
|
2022
Q3 | $1.75M | Buy |
+4,347
| New | +$1.75M | 0.59% | 20 |
|
|
2021
Q4 | – | Sell |
-143
| Closed | -$69K | – | 609 |
|
|
2021
Q3 | $69K | Buy |
+143
| New | +$69K | 0.02% | 206 |
|