Laurel Wealth Planning’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-133
| Closed | -$3.27K | – | 142 |
|
|
2022
Q4 | $3.27K | Buy |
133
+2
| +2% | +$49 | ﹤0.01% | 190 |
|
|
2022
Q3 | $3K | Buy |
131
+2
| +2% | +$46 | ﹤0.01% | 196 |
|
|
2022
Q2 | $3K | Buy |
129
+7
| +6% | +$163 | ﹤0.01% | 205 |
|
|
2022
Q1 | $3K | Buy |
122
+9
| +8% | +$221 | ﹤0.01% | 236 |
|
|
2021
Q4 | $3K | Buy |
113
+2
| +2% | +$53 | ﹤0.01% | 177 |
|
|
2021
Q3 | $3K | Hold |
111
| – | – | ﹤0.01% | 187 |
|
|
2021
Q2 | $3K | Buy |
+111
| New | +$3K | ﹤0.01% | 114 |
|