Motive Wealth 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 | $378K | Buy |
4,354
+1,577
| +57% | +$137K | 0.17% | 52 |
|
|
2025
Q1 | $221K | Sell |
2,777
-474
| -15% | -$37.7K | 0.12% | 64 |
|
|
2024
Q4 | $282K | Sell |
3,251
-420
| -11% | -$36.5K | 0.15% | 59 |
|
|
2024
Q3 | $309K | Hold |
3,671
| – | – | 0.19% | 51 |
|
|
2024
Q2 | $309K | Sell |
3,671
-610
| -14% | -$51.3K | 0.19% | 51 |
|
|
2024
Q1 | $374K | Buy |
+4,281
| New | +$374K | 0.23% | 47 |
|
|
2023
Q1 | – | Sell |
-5,142
| Closed | -$336K | – | 57 |
|
|
2022
Q4 | $336K | Sell |
5,142
-508
| -9% | -$33.2K | 0.26% | 43 |
|
|
2022
Q3 | $341K | Buy |
5,650
+1,856
| +49% | +$112K | 0.28% | 42 |
|
|
2022
Q2 | $231K | Sell |
3,794
-78
| -2% | -$4.75K | 0.18% | 72 |
|
|
2022
Q1 | $287K | Buy |
3,872
+2
| +0.1% | +$148 | 0.2% | 71 |
|
|
2021
Q4 | $316K | Sell |
3,870
-918
| -19% | -$75K | 0.19% | 71 |
|
|
2021
Q3 | $362K | Buy |
4,788
+368
| +8% | +$27.8K | 0.24% | 65 |
|
|
2021
Q2 | $343K | Buy |
+4,420
| New | +$343K | 0.25% | 62 |
|