PWMG
Prestige Wealth Management Group’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 | $6.21M | Buy |
71,502
+598
| +0.8% | +$51.9K | 1.27% | 20 |
|
|
2025
Q1 | $5.63M | Sell |
70,904
-8,138
| -10% | -$647K | 1.2% | 19 |
|
|
2024
Q4 | $6.87M | Sell |
79,042
-1,032
| -1% | -$89.7K | 1.43% | 17 |
|
|
2024
Q3 | $7.03M | Sell |
80,074
-2,392
| -3% | -$210K | 1.45% | 15 |
|
|
2024
Q2 | $6.93M | Sell |
82,466
-3,030
| -4% | -$255K | 1.5% | 15 |
|
|
2024
Q1 | $7.46M | Sell |
85,496
-6,713
| -7% | -$586K | 1.61% | 14 |
|
|
2023
Q4 | $6.98M | Sell |
92,209
-799
| -0.9% | -$60.5K | 1.58% | 14 |
|
|
2023
Q3 | $6.43M | Sell |
93,008
-4,242
| -4% | -$293K | 1.59% | 14 |
|
|
2023
Q2 | $6.97M | Sell |
97,250
-800
| -0.8% | -$57.3K | 1.65% | 14 |
|
|
2023
Q1 | $6.71M | Sell |
98,050
-3,311
| -3% | -$227K | 1.69% | 15 |
|
|
2022
Q4 | $6.62M | Buy |
101,361
+588
| +0.6% | +$38.4K | 1.73% | 15 |
|
|
2022
Q3 | $6.08M | Buy |
100,773
+1,110
| +1% | +$67K | 1.71% | 15 |
|
|
2022
Q2 | $6.08M | Buy |
99,663
+2,210
| +2% | +$135K | 1.65% | 15 |
|
|
2022
Q1 | $7.23M | Buy |
97,453
+2,888
| +3% | +$214K | 1.78% | 15 |
|
|
2021
Q4 | $7.71M | Sell |
94,565
-4,095
| -4% | -$334K | 1.84% | 11 |
|
|
2021
Q3 | $7.46M | Buy |
98,660
+2,221
| +2% | +$168K | 1.91% | 11 |
|
|
2021
Q2 | $7.48M | Sell |
96,439
-1,189
| -1% | -$92.2K | 1.98% | 11 |
|
|
2021
Q1 | $7.33M | Sell |
97,628
-540
| -0.6% | -$40.6K | 2.01% | 10 |
|
|
2020
Q4 | $6.81M | Buy |
98,168
+36,097
| +58% | +$2.5M | 1.87% | 12 |
|
|
2020
Q3 | $3.56M | Buy |
62,071
+51,195
| +471% | +$2.94M | 1.08% | 17 |
|
|
2020
Q2 | $585K | Buy |
10,876
+40
| +0.4% | +$2.15K | 0.21% | 51 |
|
|
2020
Q1 | $464K | Sell |
10,836
-372
| -3% | -$15.9K | 0.2% | 54 |
|
|
2019
Q4 | $639K | Sell |
11,208
-408
| -4% | -$23.3K | 0.35% | 49 |
|
|
2019
Q3 | $624K | Sell |
11,616
-519
| -4% | -$27.9K | 0.37% | 47 |
|
|
2019
Q2 | $659K | Sell |
12,135
-6,928
| -36% | -$376K | 0.4% | 41 |
|
|
2019
Q1 | $1M | Sell |
19,063
-376
| -2% | -$19.8K | 0.62% | 29 |
|
|
2018
Q4 | $891K | Buy |
+19,439
| New | +$891K | 0.66% | 32 |
|