LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.99M | Sell |
4,349
-9
| -0.2% | -$4.13K | 0.71% | 45 |
|
|
2022
Q4 | $1.93M | Buy |
4,358
+47
| +1% | +$20.8K | 0.72% | 47 |
|
|
2022
Q3 | $1.73M | Buy |
4,311
+1
| +0% | +$402 | 0.71% | 45 |
|
|
2022
Q2 | $1.78M | Hold |
4,310
| – | – | 0.69% | 48 |
|
|
2022
Q1 | $2.11M | Sell |
4,310
-74
| -2% | -$36.3K | 0.74% | 42 |
|
|
2021
Q4 | $2.27M | Sell |
4,384
-24
| -0.5% | -$12.4K | 0.76% | 40 |
|
|
2021
Q3 | $2.12M | Buy |
4,408
+1
| +0% | +$481 | 0.77% | 39 |
|
|
2021
Q2 | $2.16M | Sell |
4,407
-157
| -3% | -$77.1K | 0.8% | 44 |
|
|
2021
Q1 | $2.17M | Buy |
4,564
+201
| +5% | +$95.7K | 0.85% | 40 |
|
|
2020
Q4 | $1.83M | Buy |
4,363
+1
| +0% | +$420 | 0.79% | 43 |
|
|
2020
Q3 | $1.48M | Buy |
4,362
+1
| +0% | +$339 | 0.72% | 50 |
|
|
2020
Q2 | $1.42M | Buy |
4,361
+1
| +0% | +$324 | 0.74% | 51 |
|
|
2020
Q1 | $1.15M | Sell |
4,360
-80
| -2% | -$21K | 0.67% | 52 |
|
|
2019
Q4 | $1.67M | Sell |
4,440
-99
| -2% | -$37.2K | 0.78% | 47 |
|
|
2019
Q3 | $1.6M | Sell |
4,539
-99
| -2% | -$34.9K | 0.81% | 49 |
|
|
2019
Q2 | $1.65M | Hold |
4,638
| – | – | 0.85% | 46 |
|
|
2019
Q1 | $1.6M | Sell |
4,638
-150
| -3% | -$51.8K | 0.87% | 46 |
|
|
2018
Q4 | $1.45M | Buy |
4,788
+1
| +0% | +$303 | 0.9% | 45 |
|
|
2018
Q3 | $1.76M | Hold |
4,787
| – | – | 1.02% | 35 |
|
|
2018
Q2 | $1.7M | Buy |
4,787
+290
| +6% | +$103K | 1.05% | 32 |
|
|
2018
Q1 | $1.54M | Buy |
4,497
+1
| +0% | +$342 | 0.94% | 36 |
|
|
2017
Q4 | $1.55M | Hold |
4,496
| – | – | 0.95% | 40 |
|
|
2017
Q3 | $1.47M | Hold |
4,496
| – | – | 0.94% | 39 |
|
|
2017
Q2 | $1.43M | Hold |
4,496
| – | – | 0.97% | 37 |
|
|
2017
Q1 | $1.41M | Sell |
4,496
-999
| -18% | -$312K | 1.01% | 38 |
|
|
2016
Q4 | $1.6M | Buy |
+5,495
| New | +$1.6M | 1.22% | 27 |
|