Parisi Gray Wealth Management’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 | – | Sell |
-288
| Closed | -$141K | – | 367 |
|
|
2021
Q2 | $141K | Buy |
+288
| New | +$141K | 0.05% | 154 |
|
|
2020
Q1 | – | Sell |
-689
| Closed | -$259K | – | 111 |
|
|
2019
Q4 | $259K | Sell |
689
-3
| -0.4% | -$1.13K | 0.15% | 90 |
|
|
2019
Q3 | $244K | Hold |
692
| – | – | 0.16% | 89 |
|
|
2019
Q2 | $245K | Hold |
692
| – | – | 0.17% | 90 |
|
|
2019
Q1 | $239K | Hold |
692
| – | – | 0.15% | 88 |
|
|
2018
Q4 | $207K | Hold |
692
| – | – | 0.14% | 92 |
|
|
2018
Q3 | $253K | Hold |
692
| – | – | 0.16% | 95 |
|
|
2018
Q2 | $250K | Sell |
692
-40
| -5% | -$14.5K | 0.17% | 98 |
|
|
2018
Q1 | $248K | Sell |
732
-40
| -5% | -$13.6K | 0.19% | 93 |
|
|
2017
Q4 | $269K | Buy |
+772
| New | +$269K | 0.2% | 91 |
|