Lucia Wealth Services’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.73M | Sell |
30,119
-4,387
| -13% | -$252K | 0.41% | 49 |
|
|
2020
Q2 | $1.86M | Buy |
34,506
+22,903
| +197% | +$1.23M | 0.49% | 37 |
|
|
2020
Q1 | $497K | Buy |
11,603
+8,555
| +281% | +$366K | 0.16% | 104 |
|
|
2019
Q4 | $174K | Buy |
+3,048
| New | +$174K | 0.05% | 119 |
|
|
2018
Q4 | – | Sell |
-20,772
| Closed | -$1.16M | – | 200 |
|
|
2018
Q3 | $1.16M | Sell |
20,772
-9,744
| -32% | -$545K | 0.36% | 66 |
|
|
2018
Q2 | $1.65M | Sell |
30,516
-63,414
| -68% | -$3.42M | 0.72% | 36 |
|
|
2018
Q1 | $4.93M | Buy |
93,930
+72,021
| +329% | +$3.78M | 1.6% | 19 |
|
|
2017
Q4 | $1.14M | Buy |
+21,909
| New | +$1.14M | 0.5% | 54 |
|