LBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $20.1M | Sell |
64,445
-2,080
| -3% | -$650K | 10.6% | 2 |
|
|
2016
Q4 | $20.1M | Sell |
66,525
-2,212
| -3% | -$667K | 10.99% | 2 |
|
|
2016
Q3 | $19.4M | Sell |
68,737
-366
| -0.5% | -$103K | 10.94% | 2 |
|
|
2016
Q2 | $18.8M | Sell |
69,103
-1,878
| -3% | -$511K | 10.56% | 2 |
|
|
2016
Q1 | $18.6M | Sell |
70,981
-1,321
| -2% | -$347K | 10.78% | 2 |
|
|
2015
Q4 | $18.4M | Sell |
72,302
-715
| -1% | -$182K | 10.58% | 2 |
|
|
2015
Q3 | $18.2M | Sell |
73,017
-991
| -1% | -$247K | 11.46% | 2 |
|
|
2015
Q2 | $20.2M | Sell |
74,008
-725
| -1% | -$198K | 12.69% | 1 |
|
|
2015
Q1 | $20.7M | Sell |
74,733
-665
| -0.9% | -$184K | 13.06% | 1 |
|
|
2014
Q4 | $19.9M | Sell |
75,398
-650
| -0.9% | -$172K | 13.18% | 1 |
|
|
2014
Q3 | $19M | Sell |
76,048
-3,188
| -4% | -$795K | 13.16% | 1 |
|
|
2014
Q2 | $20.6M | Sell |
79,236
-1,450
| -2% | -$378K | 16.83% | 1 |
|
|
2014
Q1 | $20.2M | Sell |
80,686
-3,517
| -4% | -$881K | 16.56% | 1 |
|
|
2013
Q4 | $20.6M | Buy |
+84,203
| New | +$20.6M | 16.93% | 1 |
|