Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,316
| Closed | -$2.9M | – | 114 |
|
|
2023
Q1 | $2.9M | Buy |
6,316
+491
| +8% | +$225K | 1.76% | 15 |
|
|
2022
Q4 | $2.58M | Buy |
5,825
+3,059
| +111% | +$1.35M | 1.84% | 13 |
|
|
2022
Q3 | $1.11M | Buy |
+2,766
| New | +$1.11M | 0.96% | 20 |
|
|
2021
Q4 | – | Sell |
-2,931
| Closed | -$1.41M | – | 140 |
|
|
2021
Q3 | $1.41M | Sell |
2,931
-1,182
| -29% | -$569K | 0.63% | 32 |
|
|
2021
Q2 | $2.02M | Buy |
4,113
+488
| +13% | +$240K | 0.88% | 31 |
|
|
2021
Q1 | $1.73M | Buy |
+3,625
| New | +$1.73M | 0.91% | 32 |
|
|
2017
Q1 | – | Sell |
-19,465
| Closed | -$5.87M | – | 67 |
|
|
2016
Q4 | $5.87M | Buy |
+19,465
| New | +$5.87M | 3.59% | 9 |
|