PFA
Pinnacle Family Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.93M | Buy |
+33,739
| New | +$2.93M | 1.42% | 16 |
|
2025
Q1 | – | Sell |
-2,372
| Closed | -$206K | – | 118 |
|
2024
Q4 | $206K | Sell |
2,372
-29,853
| -93% | -$2.59M | 0.1% | 113 |
|
2024
Q3 | $2.83M | Buy |
32,225
+823
| +3% | +$72.2K | 1.46% | 21 |
|
2024
Q2 | $2.64M | Sell |
31,402
-44,793
| -59% | -$3.77M | 1.46% | 22 |
|
2024
Q1 | $6.65M | Buy |
+76,195
| New | +$6.65M | 3.54% | 6 |
|
2018
Q3 | – | Sell |
-25,215
| Closed | -$1.36M | – | 71 |
|
2018
Q2 | $1.36M | Buy |
25,215
+16,101
| +177% | +$870K | 0.72% | 26 |
|
2018
Q1 | $1.44M | Buy |
+9,114
| New | +$1.44M | 0.82% | 25 |
|
2017
Q4 | – | Sell |
-6,182
| Closed | -$912K | – | 77 |
|
2017
Q3 | $912K | Buy |
+6,182
| New | +$912K | 0.43% | 45 |
|