MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,703
| Closed | -$4.39M | – | 246 |
|
|
2019
Q4 | $4.39M | Buy |
11,703
+1,300
| +12% | +$488K | 0.29% | 48 |
|
|
2019
Q3 | $3.67M | Sell |
10,403
-124
| -1% | -$43.7K | 0.27% | 45 |
|
|
2019
Q2 | $3.73M | Buy |
10,527
+12
| +0.1% | +$4.26K | 0.29% | 43 |
|
|
2019
Q1 | $3.63M | Buy |
10,515
+19
| +0.2% | +$6.56K | 0.3% | 42 |
|
|
2018
Q4 | $3.18M | Buy |
10,496
+3,602
| +52% | +$1.09M | 0.3% | 46 |
|
|
2018
Q3 | $2.53M | Buy |
6,894
+14
| +0.2% | +$5.14K | 0.25% | 41 |
|
|
2018
Q2 | $2.44M | Buy |
6,880
+5,026
| +271% | +$1.78M | 0.25% | 42 |
|
|
2018
Q1 | $634K | Sell |
1,854
-280
| -13% | -$95.8K | 0.07% | 107 |
|
|
2017
Q4 | $737K | Hold |
2,134
| – | – | 0.08% | 105 |
|
|
2017
Q3 | $696K | Sell |
2,134
-10
| -0.5% | -$3.26K | 0.08% | 106 |
|
|
2017
Q2 | $681K | Sell |
2,144
-640
| -23% | -$203K | 0.08% | 108 |
|
|
2017
Q1 | $870K | Buy |
2,784
+850
| +44% | +$266K | 0.11% | 90 |
|
|
2016
Q4 | $584K | Buy |
1,934
+31
| +2% | +$9.36K | 0.08% | 112 |
|
|
2016
Q3 | $537K | Hold |
1,903
| – | – | 0.09% | 97 |
|
|
2016
Q2 | $518K | Buy |
1,903
+766
| +67% | +$209K | 0.09% | 95 |
|
|
2016
Q1 | $299K | Buy |
+1,137
| New | +$299K | 0.05% | 130 |
|