Lloyd Advisory Services’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
Q4 | – | Sell |
-4,377
| Closed | -$2M | – | 254 |
|
|
2023
Q3 | $2M | Buy |
+4,377
| New | +$2M | 0.66% | 29 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$3K | – | 377 |
|
|
2022
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 483 |
|
|
2021
Q4 | $3K | Hold |
5
| – | – | ﹤0.01% | 367 |
|
|
2021
Q3 | $3K | Sell |
5
-10
| -67% | -$6K | ﹤0.01% | 333 |
|
|
2021
Q2 | $7K | Sell |
15
-1
| -6% | -$467 | ﹤0.01% | 306 |
|
|
2021
Q1 | $8K | Hold |
16
| – | – | ﹤0.01% | 249 |
|
|
2020
Q4 | $7K | Hold |
16
| – | – | ﹤0.01% | 220 |
|
|
2020
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 233 |
|
|
2020
Q2 | $5K | Sell |
16
-15
| -48% | -$4.69K | ﹤0.01% | 214 |
|
|
2020
Q1 | $8K | Buy |
31
+16
| +107% | +$4.13K | 0.01% | 166 |
|
|
2019
Q4 | $6K | Buy |
+15
| New | +$6K | 0.01% | 242 |
|