Lake Street Advisors Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.4M | Hold |
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|
2024
Q3 | $2.4M | Hold |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $2.17M | Buy |
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|
2023
Q4 | $1.73M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $202K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $723K | Hold |
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|
2018
Q3 | $877K | Hold |
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|
2018
Q2 | $848K | Hold |
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|
2018
Q1 | $816K | Hold |
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|
2017
Q4 | $825K | Buy |
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