Laurel Wealth Advisors (California)’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
Q1 | – | Sell |
-639
| Closed | -$331K | – | 777 |
|
|
2021
Q4 | $331K | Hold |
639
| – | – | 0.03% | 587 |
|
|
2021
Q3 | $307K | Sell |
639
-32
| -5% | -$15.4K | 0.06% | 330 |
|
|
2021
Q2 | $329K | Sell |
671
-10
| -1% | -$4.9K | 0.04% | 377 |
|
|
2021
Q1 | $324K | Sell |
681
-22
| -3% | -$10.5K | 0.05% | 341 |
|
|
2020
Q4 | $295K | Sell |
703
-65
| -8% | -$27.3K | 0.04% | 338 |
|
|
2020
Q3 | $260K | Hold |
768
| – | – | 0.04% | 326 |
|
|
2020
Q2 | $249K | Hold |
768
| – | – | 0.05% | 323 |
|
|
2020
Q1 | $202K | Sell |
768
-5
| -0.6% | -$1.32K | 0.05% | 342 |
|
|
2019
Q4 | $290K | Buy |
773
+37
| +5% | +$13.9K | 0.05% | 342 |
|
|
2019
Q3 | $259K | Buy |
736
+115
| +19% | +$40.5K | 0.04% | 376 |
|
|
2019
Q2 | $220K | Buy |
621
+10
| +2% | +$3.54K | 0.05% | 366 |
|
|
2019
Q1 | $211K | Buy |
+611
| New | +$211K | 0.05% | 350 |
|