NewFocus Financial 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
Q4 | $503K | Hold |
1,197
| – | – | 0.15% | 86 |
|
|
2020
Q3 | $406K | Hold |
1,197
| – | – | 0.14% | 87 |
|
|
2020
Q2 | $388K | Sell |
1,197
-237
| -17% | -$76.8K | 0.14% | 85 |
|
|
2020
Q1 | $377K | Hold |
1,434
| – | – | 0.17% | 64 |
|
|
2019
Q4 | $538K | Hold |
1,434
| – | – | 0.21% | 63 |
|
|
2019
Q3 | $505K | Hold |
1,434
| – | – | 0.22% | 61 |
|
|
2019
Q2 | $508K | Hold |
1,434
| – | – | 0.24% | 59 |
|
|
2019
Q1 | $495K | Hold |
1,434
| – | – | 0.25% | 59 |
|
|
2018
Q4 | $434K | Hold |
1,434
| – | – | 0.26% | 57 |
|
|
2018
Q3 | $527K | Hold |
1,434
| – | – | 0.28% | 50 |
|
|
2018
Q2 | $509K | Hold |
1,434
| – | – | 0.31% | 48 |
|
|
2018
Q1 | $490K | Hold |
1,434
| – | – | 0.31% | 51 |
|
|
2017
Q4 | $495K | Hold |
1,434
| – | – | 0.3% | 48 |
|
|
2017
Q3 | $468K | Hold |
1,434
| – | – | 0.3% | 47 |
|
|
2017
Q2 | $455K | Buy |
1,434
+775
| +118% | +$246K | 0.26% | 46 |
|
|
2017
Q1 | $206K | Buy |
+659
| New | +$206K | 0.13% | 62 |
|