Newport Wealth Strategies’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $369K | Hold |
767
| – | – | 0.22% | 70 |
|
2021
Q2 | $377K | Hold |
767
| – | – | 0.22% | 74 |
|
2021
Q1 | $365K | Hold |
767
| – | – | 0.23% | 74 |
|
2020
Q4 | $260K | Hold |
767
| – | – | 0.19% | 71 |
|
2020
Q3 | $263K | Hold |
767
| – | – | 0.2% | 70 |
|
2020
Q2 | $249K | Hold |
767
| – | – | 0.23% | 72 |
|
2020
Q1 | $219K | Hold |
767
| – | – | 0.21% | 79 |
|
2019
Q4 | $286K | Hold |
767
| – | – | 0.21% | 82 |
|
2019
Q3 | $270K | Hold |
767
| – | – | 0.25% | 68 |
|
2019
Q2 | $271K | Hold |
767
| – | – | 0.25% | 69 |
|
2019
Q1 | $269K | Hold |
767
| – | – | 0.27% | 67 |
|
2018
Q4 | $242K | Hold |
767
| – | – | 0.33% | 58 |
|
2018
Q3 | $255K | Hold |
767
| – | – | 0.33% | 60 |
|
2018
Q2 | $272K | Hold |
767
| – | – | 0.31% | 63 |
|
2018
Q1 | $262K | Hold |
767
| – | – | 0.2% | 77 |
|
2017
Q4 | $272K | Buy |
+767
| New | +$272K | 0.19% | 85 |
|