New England Professional Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,015
| Closed | -$381K | – | 55 |
|
|
2019
Q4 | $381K | Buy |
+1,015
| New | +$381K | 0.3% | 29 |
|
|
2018
Q3 | $373K | Hold |
1,015
| – | – | 0.43% | 25 |
|
|
2018
Q2 | $360K | Hold |
1,015
| – | – | 0.46% | 25 |
|
|
2018
Q1 | $346K | Hold |
1,015
| – | – | 0.46% | 26 |
|
|
2017
Q4 | $356K | Buy |
+1,015
| New | +$356K | 0.43% | 27 |
|
|
2016
Q2 | $915K | Hold |
3,233
| – | – | 1.03% | 12 |
|
|
2016
Q1 | $854K | Buy |
3,233
+418
| +15% | +$110K | 0.86% | 13 |
|
|
2015
Q4 | $715K | Hold |
2,815
| – | – | 0.8% | 15 |
|
|
2015
Q3 | $744K | Buy |
2,815
+772
| +38% | +$204K | 0.84% | 15 |
|
|
2015
Q2 | $559K | Buy |
2,043
+462
| +29% | +$126K | 0.73% | 17 |
|
|
2015
Q1 | $437K | Hold |
1,581
| – | – | 0.59% | 19 |
|
|
2014
Q4 | $418K | Buy |
+1,581
| New | +$418K | 0.62% | 18 |
|