MFW
Meristem Family Wealth’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $6.49M | Sell |
13,237
-92
| -0.7% | -$45.1K | 0.7% | 16 |
|
|
2021
Q4 | $6.9M | Sell |
13,329
-200
| -1% | -$104K | 0.59% | 24 |
|
|
2021
Q3 | $6.51M | Buy |
13,529
+487
| +4% | +$234K | 0.63% | 22 |
|
|
2021
Q2 | $6.4M | Sell |
13,042
-360
| -3% | -$177K | 1.01% | 12 |
|
|
2021
Q1 | $6.38M | Hold |
13,402
| – | – | 1.29% | 10 |
|
|
2020
Q4 | $5.63M | Sell |
13,402
-65
| -0.5% | -$27.3K | 1.19% | 11 |
|
|
2020
Q3 | $4.56M | Sell |
13,467
-20
| -0.1% | -$6.78K | 1.17% | 13 |
|
|
2020
Q2 | $4.38M | Hold |
13,487
| – | – | 1.2% | 12 |
|
|
2020
Q1 | $3.55M | Sell |
13,487
-1,630
| -11% | -$428K | 1.09% | 12 |
|
|
2019
Q4 | $5.68M | Hold |
15,117
| – | – | 1.4% | 11 |
|
|
2019
Q3 | $5.33M | Buy |
15,117
+202
| +1% | +$71.2K | 1.44% | 9 |
|
|
2019
Q2 | $5.29M | Hold |
14,915
| – | – | 1.61% | 11 |
|
|
2019
Q1 | $5.15M | Sell |
14,915
-315
| -2% | -$109K | 1.74% | 10 |
|
|
2018
Q4 | $4.61M | Sell |
15,230
-280
| -2% | -$84.8K | 1.69% | 10 |
|
|
2018
Q3 | $5.7M | Sell |
15,510
-210
| -1% | -$77.2K | 1.95% | 7 |
|
|
2018
Q2 | $5.58M | Sell |
15,720
-1,275
| -8% | -$453K | 1.96% | 7 |
|
|
2018
Q1 | $5.81M | Hold |
16,995
| – | – | 2.07% | 7 |
|
|
2017
Q4 | $5.87M | Hold |
16,995
| – | – | 2.13% | 7 |
|
|
2017
Q3 | $5.55M | Hold |
16,995
| – | – | 2.23% | 6 |
|
|
2017
Q2 | $5.4M | Hold |
16,995
| – | – | 2.22% | 6 |
|
|
2017
Q1 | $5.31M | Hold |
16,995
| – | – | 2.1% | 6 |
|
|
2016
Q4 | $5.13M | Hold |
16,995
| – | – | 2.1% | 6 |
|
|
2016
Q3 | $4.8M | Hold |
16,995
| – | – | 2.01% | 6 |
|
|
2016
Q2 | $4.63M | Hold |
16,995
| – | – | 2.05% | 6 |
|
|
2016
Q1 | $4.47M | Hold |
16,995
| – | – | 1.97% | 6 |
|
|
2015
Q4 | $4.32M | Hold |
16,995
| – | – | 1.69% | 8 |
|
|
2015
Q3 | $4.23M | Hold |
16,995
| – | – | 2.22% | 6 |
|
|
2015
Q2 | $4.64M | Hold |
16,995
| – | – | 2.03% | 6 |
|
|
2015
Q1 | $4.71M | Hold |
16,995
| – | – | 1.97% | 6 |
|
|
2014
Q4 | $4.49M | Hold |
16,995
| – | – | 1.64% | 10 |
|
|
2014
Q3 | $4.24M | Hold |
16,995
| – | – | 1.81% | 7 |
|
|
2014
Q2 | $4.43M | Sell |
16,995
-2,880
| -14% | -$750K | 1.86% | 8 |
|
|
2014
Q1 | $4.98M | Hold |
19,875
| – | – | 2.18% | 6 |
|
|
2013
Q4 | $4.85M | Hold |
19,875
| – | – | 1.99% | 7 |
|
|
2013
Q3 | $4.5M | Hold |
19,875
| – | – | 2.07% | 6 |
|
|
2013
Q2 | $4.18M | Buy |
+19,875
| New | +$4.18M | 1.93% | 7 |
|