PIA
Perennial Investment Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Sell |
4,505
-24,231
| -84% | -$2.11M | 0.04% | 289 |
|
|
2025
Q1 | $2.28M | Sell |
28,736
-9,402
| -25% | -$747K | 0.26% | 75 |
|
|
2024
Q4 | $3.31M | Sell |
38,138
-34,351
| -47% | -$2.99M | 0.39% | 53 |
|
|
2024
Q3 | $6.36M | Sell |
72,489
-10,295
| -12% | -$903K | 0.82% | 29 |
|
|
2024
Q2 | $6.96M | Buy |
82,784
+486
| +0.6% | +$40.9K | 0.99% | 22 |
|
|
2024
Q1 | $7.18M | Buy |
82,298
+3,946
| +5% | +$344K | 1.09% | 20 |
|
|
2023
Q4 | $5.93M | Buy |
78,352
+12,293
| +19% | +$930K | 0.98% | 21 |
|
|
2023
Q3 | $4.57M | Sell |
66,059
-1,997
| -3% | -$138K | 0.83% | 26 |
|
|
2023
Q2 | $4.88M | Sell |
68,056
-12,308
| -15% | -$882K | 0.86% | 22 |
|
|
2023
Q1 | $5.5M | Buy |
+80,364
| New | +$5.5M | 1.02% | 17 |
|