Lifeworks Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-676
| Closed | -$385K | – | 314 |
|
|
2024
Q3 | $385K | Sell |
676
-99
| -13% | -$56.4K | 0.08% | 197 |
|
|
2024
Q2 | $415K | Sell |
775
-39
| -5% | -$20.9K | 0.12% | 145 |
|
|
2024
Q1 | $453K | Buy |
814
+57
| +8% | +$31.7K | 0.13% | 135 |
|
|
2023
Q4 | $384K | Sell |
757
-62
| -8% | -$31.5K | 0.13% | 138 |
|
|
2023
Q3 | $374K | Sell |
819
-88
| -10% | -$40.2K | 0.15% | 137 |
|
|
2023
Q2 | $434K | Hold |
907
| – | – | 0.19% | 111 |
|
|
2023
Q1 | $416K | Buy |
+907
| New | +$416K | 0.2% | 110 |
|