Personal Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $221K | Sell |
500
-95
| -16% | -$42.1K | ﹤0.01% | 446 |
|
|
2022
Q3 | $239K | Hold |
595
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $246K | Buy |
595
+160
| +37% | +$66.2K | ﹤0.01% | 391 |
|
|
2022
Q1 | $213K | Sell |
435
-253
| -37% | -$124K | ﹤0.01% | 471 |
|
|
2021
Q4 | $356K | Buy |
688
+132
| +24% | +$68.3K | ﹤0.01% | 403 |
|
|
2021
Q3 | $267K | Buy |
556
+119
| +27% | +$57.1K | ﹤0.01% | 424 |
|
|
2021
Q2 | $215K | Buy |
+437
| New | +$215K | ﹤0.01% | 462 |
|
|
2020
Q4 | – | Sell |
-3,356
| Closed | -$1.14M | – | 465 |
|
|
2020
Q3 | $1.14M | Sell |
3,356
-192
| -5% | -$65K | 0.01% | 247 |
|
|
2020
Q2 | $1.15M | Buy |
3,548
+1,715
| +94% | +$556K | 0.01% | 223 |
|
|
2020
Q1 | $482K | Sell |
1,833
-85
| -4% | -$22.4K | ﹤0.01% | 254 |
|
|
2019
Q4 | $720K | Buy |
1,918
+356
| +23% | +$134K | 0.01% | 244 |
|
|
2019
Q3 | $550K | Buy |
+1,562
| New | +$550K | 0.01% | 242 |
|
|
2017
Q2 | – | Sell |
-677
| Closed | -$210K | – | 229 |
|
|
2017
Q1 | $210K | Buy |
+677
| New | +$210K | 0.01% | 202 |
|