MPS Loria Financial Planners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-99
| Closed | -$47K | – | 388 |
|
|
2021
Q1 | $47K | Sell |
99
-12
| -11% | -$5.7K | 0.02% | 167 |
|
|
2020
Q4 | $46K | Hold |
111
| – | – | 0.02% | 163 |
|
|
2020
Q3 | $38K | Sell |
111
-10
| -8% | -$3.42K | 0.02% | 163 |
|
|
2020
Q2 | $39K | Buy |
+121
| New | +$39K | 0.02% | 160 |
|
|
2017
Q3 | – | Sell |
-84
| Closed | -$26K | – | 236 |
|
|
2017
Q2 | $26K | Buy |
+84
| New | +$26K | 0.02% | 209 |
|