Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $556K | Buy |
1,513
+57
| +4% | +$20.9K | 0.03% | 184 |
|
|
2018
Q2 | $517K | Hold |
1,456
| – | – | 0.03% | 191 |
|
|
2018
Q1 | $498K | Sell |
1,456
-502
| -26% | -$172K | 0.03% | 192 |
|
|
2017
Q4 | $676K | Buy |
1,958
+1,035
| +112% | +$357K | 0.04% | 149 |
|
|
2017
Q3 | $301K | Hold |
923
| – | – | 0.02% | 219 |
|
|
2017
Q2 | $293K | Buy |
923
+83
| +10% | +$26.3K | 0.02% | 215 |
|
|
2017
Q1 | $262K | Buy |
840
+45
| +6% | +$14K | 0.02% | 224 |
|
|
2016
Q4 | $240K | Hold |
795
| – | – | 0.02% | 222 |
|
|
2016
Q3 | $224K | Sell |
795
-42
| -5% | -$11.8K | 0.02% | 237 |
|
|
2016
Q2 | $228K | Sell |
837
-105
| -11% | -$28.6K | 0.02% | 230 |
|
|
2016
Q1 | $247K | Hold |
942
| – | – | 0.02% | 217 |
|
|
2015
Q4 | $239K | Buy |
+942
| New | +$239K | 0.02% | 214 |
|