Patriot Financial Group Insurance Agency’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-27
| Closed | -$2K | – | 1317 |
|
2022
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1779 |
|
2022
Q1 | – | Sell |
-147
| Closed | -$12K | – | 2170 |
|
2021
Q4 | $12K | Sell |
147
-59
| -29% | -$4.82K | ﹤0.01% | 1426 |
|
2021
Q3 | $16K | Sell |
206
-7
| -3% | -$544 | ﹤0.01% | 1305 |
|
2021
Q2 | $17K | Hold |
213
| – | – | ﹤0.01% | 1250 |
|
2021
Q1 | $16K | Buy |
213
+204
| +2,267% | +$15.3K | ﹤0.01% | 1196 |
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1774 |
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1568 |
|
2020
Q2 | $0 | Sell |
9
-110
| -92% | – | ﹤0.01% | 1776 |
|
2020
Q1 | $5K | Buy |
119
+19
| +19% | +$798 | ﹤0.01% | 1075 |
|
2019
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 947 |
|
2019
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 947 |
|
2019
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 950 |
|