Mosaic Family Wealth Partners’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 | $2.39M | Buy |
27,531
+9,213
| +50% | +$800K | 0.3% | 42 |
|
|
2025
Q1 | $1.46M | Buy |
18,318
+6,456
| +54% | +$513K | 0.21% | 55 |
|
|
2024
Q4 | $1.03M | Buy |
11,862
+4,261
| +56% | +$370K | 0.15% | 75 |
|
|
2024
Q3 | $667K | Buy |
7,601
+4,246
| +127% | +$373K | 0.1% | 102 |
|
|
2024
Q2 | $282K | Sell |
3,355
-87
| -3% | -$7.31K | 0.05% | 157 |
|
|
2024
Q1 | $300K | Buy |
3,442
+382
| +12% | +$33.3K | 0.05% | 164 |
|
|
2023
Q4 | $232K | Sell |
3,060
-1,373
| -31% | -$104K | 0.04% | 173 |
|
|
2023
Q3 | $306K | Sell |
4,433
-225
| -5% | -$15.6K | 0.06% | 136 |
|
|
2023
Q2 | $334K | Buy |
4,658
+903
| +24% | +$64.7K | 0.07% | 132 |
|
|
2023
Q1 | $257K | Sell |
3,755
-174
| -4% | -$11.9K | 0.05% | 154 |
|
|
2022
Q4 | $257K | Buy |
+3,929
| New | +$257K | 0.07% | 149 |
|