Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $48K | Hold |
150
| – | – | 0.01% | 258 |
|
|
2020
Q1 | $39K | Hold |
150
| – | – | 0.01% | 264 |
|
|
2019
Q4 | $57K | Hold |
150
| – | – | 0.02% | 261 |
|
|
2019
Q3 | $53K | Hold |
150
| – | – | 0.02% | 263 |
|
|
2019
Q2 | $53K | Hold |
150
| – | – | 0.02% | 244 |
|
|
2019
Q1 | $52K | Buy |
+150
| New | +$52K | 0.02% | 238 |
|
|
2017
Q4 | – | Sell |
-109
| Closed | -$35K | – | 499 |
|
|
2017
Q3 | $35K | Buy |
109
+17
| +18% | +$5.46K | 0.01% | 263 |
|
|
2017
Q2 | $29K | Buy |
+92
| New | +$29K | 0.01% | 261 |
|