National Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,580
| Closed | -$721K | – | 146 |
|
|
2023
Q3 | $721K | Buy |
1,580
+717
| +83% | +$327K | 0.78% | 36 |
|
|
2023
Q2 | $420K | Sell |
863
-354
| -29% | -$172K | 0.44% | 72 |
|
|
2023
Q1 | $541K | Buy |
1,217
+183
| +18% | +$81.3K | 0.62% | 43 |
|
|
2022
Q4 | $458K | Buy |
1,034
+24
| +2% | +$10.6K | 0.55% | 54 |
|
|
2022
Q3 | $406K | Buy |
+1,010
| New | +$406K | 0.53% | 52 |
|