Lenox Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$48K Hold
2020
Q1
$39K Hold
2019
Q4
$57K Hold
2019
Q3
$53K Hold
2019
Q2
$53K Hold
2019
Q1
$52K Buy
2017
Q4
Sell
2017
Q3
$35K Buy
2017
Q2
$29K Buy