Omnia Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-126
| Closed | -$44K | – | 348 |
|
|
2019
Q1 | $44K | Hold |
126
| – | – | 0.02% | 168 |
|
|
2018
Q4 | $38K | Hold |
126
| – | – | 0.02% | 167 |
|
|
2018
Q3 | $47K | Sell |
126
-269
| -68% | -$100K | 0.02% | 157 |
|
|
2018
Q2 | $141K | Buy |
395
+270
| +216% | +$96.4K | 0.07% | 102 |
|
|
2018
Q1 | $43K | Buy |
+125
| New | +$43K | 0.02% | 157 |
|
|
2017
Q4 | – | Sell |
-47
| Closed | -$15K | – | 625 |
|
|
2017
Q3 | $15K | Buy |
+47
| New | +$15K | 0.01% | 230 |
|