MinichMacGregor Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-600
| Closed | -$304K | – | 112 |
|
2023
Q4 | $304K | Buy |
+600
| New | +$304K | 0.09% | 79 |
|
2017
Q3 | – | Sell |
-47
| Closed | -$14K | – | 510 |
|
2017
Q2 | $14K | Buy |
+47
| New | +$14K | 0.01% | 232 |
|
2016
Q1 | – | Sell |
-40
| Closed | -$11K | – | 466 |
|
2015
Q4 | $11K | Buy |
+40
| New | +$11K | 0.01% | 223 |
|