Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-518
| Closed | -$237K | – | 365 |
|
|
2023
Q1 | $237K | Buy |
518
+4
| +0.8% | +$1.83K | 0.05% | 300 |
|
|
2022
Q4 | $228K | Buy |
+514
| New | +$228K | 0.05% | 310 |
|
|
2022
Q3 | – | Sell |
-560
| Closed | -$232K | – | 351 |
|
|
2022
Q2 | $232K | Sell |
560
-57
| -9% | -$23.6K | 0.05% | 316 |
|
|
2022
Q1 | $303K | Sell |
617
-65
| -10% | -$31.9K | 0.05% | 299 |
|
|
2021
Q4 | $353K | Buy |
682
+1
| +0.1% | +$518 | 0.06% | 276 |
|
|
2021
Q3 | $327K | Buy |
681
+153
| +29% | +$73.5K | 0.08% | 185 |
|
|
2021
Q2 | $259K | Buy |
528
+18
| +4% | +$8.83K | 0.07% | 209 |
|
|
2021
Q1 | $243K | Sell |
510
-113
| -18% | -$53.8K | 0.08% | 185 |
|
|
2020
Q4 | $262K | Buy |
+623
| New | +$262K | 0.06% | 286 |
|