Legacy Wealth Planning’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-19,090
| Closed | -$1.32M | – | 96 |
|
|
2020
Q4 | $1.32M | Buy |
19,090
+313
| +2% | +$21.7K | 1.7% | 13 |
|
|
2020
Q3 | $1.08M | Sell |
18,777
-595
| -3% | -$34.2K | 1.23% | 19 |
|
|
2020
Q2 | $1.04M | Sell |
19,372
-91
| -0.5% | -$4.9K | 1.24% | 18 |
|
|
2020
Q1 | $833K | Buy |
19,463
+17
| +0.1% | +$728 | 1.33% | 19 |
|
|
2019
Q4 | $1.11M | Buy |
+19,446
| New | +$1.11M | 1.26% | 22 |
|