Patriot Investment Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,743
| Closed | -$1.25M | – | 235 |
|
|
2023
Q3 | $1.25M | Sell |
2,743
-45
| -2% | -$20.5K | 0.11% | 88 |
|
|
2023
Q2 | $1.34M | Hold |
2,788
| – | – | 0.11% | 89 |
|
|
2023
Q1 | $1.28M | Hold |
2,788
| – | – | 0.11% | 93 |
|
|
2022
Q4 | $1.33M | Buy |
+2,788
| New | +$1.33M | 0.12% | 89 |
|
|
2020
Q3 | – | Sell |
-187
| Closed | -$60.7K | – | 465 |
|
|
2020
Q2 | $60.7K | Buy |
+187
| New | +$60.7K | 0.01% | 309 |
|