Measured Wealth Private Client Group’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
Q3 | – | Sell |
-417
| Closed | -$223K | – | 192 |
|
|
2024
Q2 | $223K | Sell |
417
-71
| -15% | -$38K | 0.08% | 171 |
|
|
2024
Q1 | $272K | Hold |
488
| – | – | 0.09% | 156 |
|
|
2023
Q4 | $248K | Hold |
488
| – | – | 0.09% | 160 |
|
|
2023
Q3 | $223K | Hold |
488
| – | – | 0.09% | 154 |
|
|
2023
Q2 | $234K | Sell |
488
-16
| -3% | -$7.66K | 0.09% | 159 |
|
|
2023
Q1 | $231K | Hold |
504
| – | – | 0.09% | 158 |
|
|
2022
Q4 | $223K | Sell |
504
-38
| -7% | -$16.8K | 0.09% | 153 |
|
|
2022
Q3 | $218K | Hold |
542
| – | – | 0.1% | 134 |
|
|
2022
Q2 | $224K | Sell |
542
-226
| -29% | -$93.4K | 0.1% | 148 |
|
|
2022
Q1 | $377K | Sell |
768
-331
| -30% | -$162K | 0.14% | 90 |
|
|
2021
Q4 | $569K | Sell |
1,099
-664
| -38% | -$344K | 0.2% | 66 |
|
|
2021
Q3 | $848K | Sell |
1,763
-1,959
| -53% | -$942K | 0.33% | 48 |
|
|
2021
Q2 | $1.83M | Sell |
3,722
-366
| -9% | -$180K | 0.58% | 33 |
|
|
2021
Q1 | $1.95M | Sell |
4,088
-130
| -3% | -$61.9K | 0.69% | 30 |
|
|
2020
Q4 | $1.77M | Buy |
4,218
+707
| +20% | +$297K | 0.74% | 23 |
|
|
2020
Q3 | $1.19M | Buy |
3,511
+343
| +11% | +$116K | 0.58% | 26 |
|
|
2020
Q2 | $1.03M | Buy |
3,168
+608
| +24% | +$197K | 0.6% | 27 |
|
|
2020
Q1 | $673K | Buy |
2,560
+474
| +23% | +$125K | 0.52% | 31 |
|
|
2019
Q4 | $783K | Buy |
+2,086
| New | +$783K | 0.52% | 27 |
|
|
2018
Q4 | – | Sell |
-301
| Closed | -$111K | – | 453 |
|
|
2018
Q3 | $111K | Buy |
+301
| New | +$111K | 0.07% | 222 |
|