NEIRG Wealth Management’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
Q3 | – | Sell |
-959
| Closed | -$459K | – | 66 |
|
|
2023
Q2 | $459K | Hold |
959
| – | – | 0.08% | 101 |
|
|
2023
Q1 | $440K | Hold |
959
| – | – | 0.08% | 106 |
|
|
2022
Q4 | $425K | Hold |
959
| – | – | 0.08% | 115 |
|
|
2022
Q3 | $385K | Hold |
959
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $397K | Hold |
959
| – | – | 0.09% | 107 |
|
|
2022
Q1 | $470K | Hold |
959
| – | – | 0.09% | 100 |
|
|
2021
Q4 | $496K | Buy |
+959
| New | +$496K | 0.1% | 89 |
|