PFS Investments’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 |
-561
| Closed | -$275K | – | 436 |
|
|
2022
Q1 | $275K | Buy |
561
+48
| +9% | +$23.5K | 0.01% | 386 |
|
|
2021
Q4 | $266K | Buy |
513
+30
| +6% | +$15.6K | 0.01% | 379 |
|
|
2021
Q3 | $256K | Hold |
483
| – | – | 0.01% | 366 |
|
|
2021
Q2 | $238K | Sell |
483
-68
| -12% | -$33.5K | 0.01% | 366 |
|
|
2021
Q1 | $262K | Buy |
+551
| New | +$262K | 0.01% | 325 |
|