Peterson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $68K | Buy |
+119
| New | +$68K | 0.26% | 74 |
|
|
2023
Q4 | – | Sell |
-527
| Closed | -$241K | – | 29 |
|
|
2023
Q3 | $241K | Sell |
527
-11
| -2% | -$5.02K | 2.39% | 16 |
|
|
2023
Q2 | $257K | Sell |
538
-1
| -0.2% | -$479 | 2.36% | 17 |
|
|
2023
Q1 | $247K | Sell |
539
-79
| -13% | -$36.2K | 2.49% | 16 |
|
|
2022
Q4 | $273K | Buy |
618
+1
| +0.2% | +$443 | 0.36% | 64 |
|
|
2022
Q3 | $248K | Buy |
617
+5
| +0.8% | +$2.01K | 0.24% | 66 |
|
|
2022
Q2 | $253K | Sell |
612
-12
| -2% | -$4.96K | 0.24% | 64 |
|
|
2022
Q1 | $306K | Sell |
624
-45
| -7% | -$22.1K | 0.25% | 65 |
|
|
2021
Q4 | $346K | Buy |
+669
| New | +$346K | 0.28% | 66 |
|