Platte River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $219K | Hold |
385
| – | – | 0.06% | 90 |
|
|
2024
Q2 | $206K | Hold |
385
| – | – | 0.06% | 93 |
|
|
2024
Q1 | $214K | Sell |
385
-50
| -11% | -$27.8K | 0.06% | 89 |
|
|
2023
Q4 | $221K | Buy |
+435
| New | +$221K | 0.07% | 94 |
|
|
2023
Q3 | – | Sell |
-435
| Closed | -$208K | – | 99 |
|
|
2023
Q2 | $208K | Buy |
+435
| New | +$208K | 0.07% | 92 |
|
|
2023
Q1 | – | Sell |
-585
| Closed | -$259K | – | 96 |
|
|
2022
Q4 | $259K | Hold |
585
| – | – | 0.11% | 81 |
|
|
2022
Q3 | $235K | Hold |
585
| – | – | 0.11% | 81 |
|
|
2022
Q2 | $242K | Hold |
585
| – | – | 0.1% | 79 |
|
|
2022
Q1 | $287K | Hold |
585
| – | – | 0.1% | 75 |
|
|
2021
Q4 | $299K | Hold |
585
| – | – | 0.1% | 76 |
|
|
2021
Q3 | $281K | Hold |
585
| – | – | 0.1% | 80 |
|
|
2021
Q2 | $287K | Hold |
585
| – | – | 0.11% | 80 |
|
|
2021
Q1 | $283K | Hold |
585
| – | – | 0.12% | 77 |
|
|
2020
Q4 | $261K | Buy |
+585
| New | +$261K | 0.11% | 82 |
|
|
2020
Q3 | – | Sell |
-634
| Closed | -$208K | – | 86 |
|
|
2020
Q2 | $208K | Buy |
+634
| New | +$208K | 0.11% | 84 |
|
|
2019
Q4 | $226K | Buy |
+618
| New | +$226K | 0.12% | 118 |
|