Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 390 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 390 |
|
|
2021
Q4 | $2K | Hold |
3
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 381 |
|
|
2020
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 328 |
|
|
2019
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 571 |
|
|
2019
Q2 | $42K | Hold |
119
| – | – | 0.01% | 161 |
|
|
2019
Q1 | $42K | Sell |
119
-10,053
| -99% | -$3.55M | 0.01% | 161 |
|
|
2018
Q4 | $3.08M | Buy |
+10,172
| New | +$3.08M | 1.15% | 22 |
|