Peloton Wealth Strategists’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
Q1 | – | Sell |
-2,135
| Closed | -$646K | – | 66 |
|
|
2018
Q4 | $646K | Sell |
2,135
-246
| -10% | -$74.4K | 0.53% | 52 |
|
|
2018
Q3 | $875K | Sell |
2,381
-41
| -2% | -$15.1K | 0.6% | 53 |
|
|
2018
Q2 | $860K | Buy |
2,422
+124
| +5% | +$44K | 0.62% | 53 |
|
|
2018
Q1 | $785K | Buy |
2,298
+299
| +15% | +$102K | 0.59% | 54 |
|
|
2017
Q4 | $690K | Buy |
1,999
+125
| +7% | +$43.1K | 0.51% | 59 |
|
|
2017
Q3 | $612K | Buy |
1,874
+265
| +16% | +$86.5K | 0.47% | 59 |
|
|
2017
Q2 | $511K | Buy |
+1,609
| New | +$511K | 0.4% | 65 |
|
|
2013
Q3 | – | Sell |
-1,270
| Closed | -$267K | – | 75 |
|
|
2013
Q2 | $267K | Buy |
+1,270
| New | +$267K | 0.24% | 71 |
|