Laurel Wealth Advisors (California)’s State Street 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
2022
Q1
Sell
-639
Closed -$331K 780
2021
Q4
$331K Hold
639
0.03% 587
2021
Q3
$307K Sell
639
-32
-5% -$15.7K 0.06% 330
2021
Q2
$329K Sell
671
-10
-1% -$4.93K 0.04% 377
2021
Q1
$324K Sell
681
-22
-3% -$10K 0.05% 341
2020
Q4
$295K Sell
703
-65
-8% -$25K 0.04% 338
2020
Q3
$260K Hold
768
0.04% 326
2020
Q2
$249K Hold
768
0.05% 325
2020
Q1
$202K Sell
768
-5
-0.6% -$1.7K 0.05% 351
2019
Q4
$290K Buy
773
+37
+5% +$13.4K 0.05% 352
2019
Q3
$259K Buy
736
+115
+19% +$40.3K 0.04% 380
2019
Q2
$220K Buy
621
+10
+2% +$3.5K 0.05% 373
2019
Q1
$211K Buy
+611
New +$206K 0.05% 356

Other funds holding MDY