Moneta Group Investment Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $263K | Sell |
3,024
-83
| -3% | -$7.21K | ﹤0.01% | 596 |
|
2025
Q1 | $247K | Hold |
3,107
| – | – | ﹤0.01% | 570 |
|
2024
Q4 | $270K | Sell |
3,107
-13
| -0.4% | -$1.13K | ﹤0.01% | 557 |
|
2024
Q3 | $274K | Buy |
+3,120
| New | +$274K | ﹤0.01% | 544 |
|
2024
Q1 | – | Sell |
-2,817
| Closed | -$213K | – | 623 |
|
2023
Q4 | $213K | Buy |
+2,817
| New | +$213K | ﹤0.01% | 521 |
|