LJAC
L.J. Altfest & Co’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
6,024
-728
| -11% | -$63.2K | 0.06% | 210 |
|
|
2025
Q1 | $536K | Buy |
6,752
+3
| +0% | +$238 | 0.07% | 202 |
|
|
2024
Q4 | $586K | Sell |
6,749
-359
| -5% | -$31.2K | 0.07% | 185 |
|
|
2024
Q3 | $624K | Buy |
7,108
+7
| +0.1% | +$615 | 0.08% | 185 |
|
|
2024
Q2 | $597K | Buy |
7,101
+7
| +0.1% | +$589 | 0.08% | 171 |
|
|
2024
Q1 | $619K | Buy |
7,094
+5
| +0.1% | +$436 | 0.09% | 165 |
|
|
2023
Q4 | $536K | Buy |
7,089
+11
| +0.2% | +$832 | 0.08% | 173 |
|
|
2023
Q3 | $489K | Sell |
7,078
-1,595
| -18% | -$110K | 0.08% | 184 |
|
|
2023
Q2 | $621K | Buy |
8,673
+851
| +11% | +$60.9K | 0.09% | 150 |
|
|
2023
Q1 | $535K | Sell |
7,822
-191
| -2% | -$13.1K | 0.08% | 159 |
|
|
2022
Q4 | $524K | Sell |
8,013
-447
| -5% | -$29.2K | 0.09% | 154 |
|
|
2022
Q3 | $511K | Buy |
8,460
+11
| +0.1% | +$664 | 0.1% | 141 |
|
|
2022
Q2 | $515K | Buy |
8,449
+12
| +0.1% | +$731 | 0.09% | 145 |
|
|
2022
Q1 | $626K | Buy |
8,437
+7
| +0.1% | +$519 | 0.11% | 131 |
|
|
2021
Q4 | $687K | Sell |
8,430
-1,026
| -11% | -$83.6K | 0.13% | 119 |
|
|
2021
Q3 | $715K | Buy |
9,456
+18
| +0.2% | +$1.36K | 0.15% | 106 |
|
|
2021
Q2 | $732K | Buy |
9,438
+6
| +0.1% | +$465 | 0.16% | 103 |
|
|
2021
Q1 | $708K | Sell |
9,432
-818
| -8% | -$61.4K | 0.17% | 104 |
|
|
2020
Q4 | $711K | Sell |
10,250
-40
| -0.4% | -$2.78K | 0.17% | 103 |
|
|
2020
Q3 | $591K | Sell |
10,290
-933
| -8% | -$53.6K | 0.16% | 104 |
|
|
2020
Q2 | $604K | Sell |
11,223
-1,272
| -10% | -$68.5K | 0.17% | 94 |
|
|
2020
Q1 | $535K | Sell |
12,495
-1,471
| -11% | -$63K | 0.17% | 98 |
|
|
2019
Q4 | $797K | Sell |
13,966
-31
| -0.2% | -$1.77K | 0.2% | 76 |
|
|
2019
Q3 | $752K | Sell |
13,997
-1,177
| -8% | -$63.2K | 0.19% | 76 |
|
|
2019
Q2 | $824K | Sell |
15,174
-540
| -3% | -$29.3K | 0.22% | 77 |
|
|
2019
Q1 | $826K | Buy |
15,714
+15
| +0.1% | +$788 | 0.2% | 69 |
|
|
2018
Q4 | $720K | Buy |
+15,699
| New | +$720K | 0.2% | 69 |
|