Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $556K | Buy |
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|
2018
Q2 | $517K | Hold |
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|
2018
Q1 | $498K | Sell |
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|
2017
Q4 | $676K | Buy |
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|
2017
Q3 | $301K | Hold |
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|
2017
Q2 | $293K | Buy |
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|
2017
Q1 | $262K | Buy |
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|
2016
Q4 | $240K | Hold |
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|
2016
Q3 | $224K | Sell |
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|
2016
Q2 | $228K | Sell |
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|
2016
Q1 | $247K | Hold |
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|
2015
Q4 | $239K | Buy |
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