New England Capital Financial 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 | $1.07M | Buy |
12,333
+809
| +7% | +$70.3K | 0.49% | 20 |
|
2025
Q1 | $916K | Buy |
11,524
+2,695
| +31% | +$214K | 0.47% | 20 |
|
2024
Q4 | $767K | Buy |
8,829
+806
| +10% | +$70K | 0.37% | 23 |
|
2024
Q3 | $704K | Buy |
8,023
+8
| +0.1% | +$702 | 0.37% | 22 |
|
2024
Q2 | $674K | Sell |
8,015
-210
| -3% | -$17.7K | 0.38% | 21 |
|
2024
Q1 | $718K | Buy |
8,225
+541
| +7% | +$47.2K | 0.4% | 21 |
|
2023
Q4 | $581K | Buy |
7,684
+350
| +5% | +$26.5K | 0.35% | 23 |
|
2023
Q3 | $507K | Buy |
7,334
+568
| +8% | +$39.3K | 0.35% | 23 |
|
2023
Q2 | $485K | Buy |
6,766
+204
| +3% | +$14.6K | 0.32% | 26 |
|
2023
Q1 | $449K | Buy |
6,562
+128
| +2% | +$8.76K | 0.32% | 27 |
|
2022
Q4 | $436K | Buy |
+6,434
| New | +$436K | 0.31% | 31 |
|