LWM
Laidlaw Wealth Management’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
Q1 | – | Sell |
-15,427
| Closed | -$1.34M | – | 115 |
|
|
2024
Q4 | $1.34M | Sell |
15,427
-4,182
| -21% | -$363K | 0.58% | 47 |
|
|
2024
Q3 | $1.72M | Buy |
19,609
+2,321
| +13% | +$204K | 0.85% | 34 |
|
|
2024
Q2 | $1.45M | Sell |
17,288
-1,594
| -8% | -$134K | 0.8% | 36 |
|
|
2024
Q1 | $1.65M | Sell |
18,882
-5,368
| -22% | -$469K | 0.92% | 28 |
|
|
2023
Q4 | $1.84M | Sell |
24,250
-10,739
| -31% | -$813K | 0.67% | 34 |
|
|
2023
Q3 | $2.42M | Sell |
34,989
-8,133
| -19% | -$562K | 0.8% | 30 |
|
|
2023
Q2 | $3.09M | Sell |
43,122
-2,703
| -6% | -$194K | 0.6% | 40 |
|
|
2023
Q1 | $3.14M | Sell |
45,825
-1,009
| -2% | -$69.1K | 0.64% | 37 |
|
|
2022
Q4 | $3.06M | Sell |
46,834
-937
| -2% | -$61.2K | 0.66% | 39 |
|
|
2022
Q3 | $2.88M | Buy |
47,771
+1,108
| +2% | +$66.9K | 0.67% | 36 |
|
|
2022
Q2 | $2.85M | Buy |
46,663
+6,302
| +16% | +$384K | 0.58% | 42 |
|
|
2022
Q1 | $3M | Buy |
40,361
+3,759
| +10% | +$279K | 0.5% | 51 |
|
|
2021
Q4 | $2.98M | Sell |
36,602
-692
| -2% | -$56.4K | 0.48% | 55 |
|
|
2021
Q3 | $2.82M | Sell |
37,294
-7,281
| -16% | -$551K | 0.72% | 38 |
|
|
2021
Q2 | $3.46M | Buy |
44,575
+3,474
| +8% | +$269K | 0.89% | 29 |
|
|
2021
Q1 | $3.09M | Sell |
41,101
-2,688
| -6% | -$202K | 1.05% | 24 |
|
|
2020
Q4 | $3.04M | Sell |
43,789
-3,656
| -8% | -$253K | 0.64% | 38 |
|
|
2020
Q3 | $2.72M | Buy |
47,445
+3,432
| +8% | +$197K | 1.21% | 16 |
|
|
2020
Q2 | $2.37M | Sell |
44,013
-729
| -2% | -$39.2K | 1.24% | 16 |
|
|
2020
Q1 | $1.92M | Buy |
44,742
+18,423
| +70% | +$789K | 1.25% | 18 |
|
|
2019
Q4 | $1.5M | Buy |
+26,319
| New | +$1.5M | 0.95% | 30 |
|