Personal Wealth Partners’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
Q2 | – | Sell |
-6,519
| Closed | -$3.2M | – | 40 |
|
|
2022
Q1 | $3.2M | Hold |
6,519
| – | – | 1.39% | 19 |
|
|
2021
Q4 | $3.38M | Sell |
6,519
-36
| -0.5% | -$18.6K | 1.39% | 19 |
|
|
2021
Q3 | $3.15M | Hold |
6,555
| – | – | 1.33% | 20 |
|
|
2021
Q2 | $3.22M | Sell |
6,555
-139
| -2% | -$68.3K | 1.3% | 21 |
|
|
2021
Q1 | $3.19M | Sell |
6,694
-348
| -5% | -$166K | 1.44% | 19 |
|
|
2020
Q4 | $2.96M | Sell |
7,042
-819
| -10% | -$344K | 1.38% | 15 |
|
|
2020
Q3 | $2.66M | Sell |
7,861
-689
| -8% | -$233K | 1.4% | 15 |
|
|
2020
Q2 | $2.77M | Sell |
8,550
-245
| -3% | -$79.5K | 1.52% | 14 |
|
|
2020
Q1 | $2.31M | Sell |
8,795
-776
| -8% | -$204K | 1.39% | 13 |
|
|
2019
Q4 | $3.59M | Sell |
9,571
-2,380
| -20% | -$893K | 1.55% | 12 |
|
|
2019
Q3 | $4.21M | Sell |
11,951
-813
| -6% | -$287K | 1.94% | 12 |
|
|
2019
Q2 | $4.53M | Sell |
12,764
-460
| -3% | -$163K | 2.16% | 11 |
|
|
2019
Q1 | $4.57M | Sell |
13,224
-28,649
| -68% | -$9.9M | 2.43% | 10 |
|
|
2018
Q4 | $11.2M | Buy |
+41,873
| New | +$11.2M | 7.03% | 4 |
|