Prism 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-732
| Closed | -$275K | – | 62 |
|
|
2019
Q4 | $275K | Hold |
732
| – | – | 0.14% | 54 |
|
|
2019
Q3 | $258K | Hold |
732
| – | – | 0.14% | 51 |
|
|
2019
Q2 | $260K | Hold |
732
| – | – | 0.15% | 51 |
|
|
2019
Q1 | $253K | Hold |
732
| – | – | 0.15% | 50 |
|
|
2018
Q4 | $222K | Sell |
732
-156
| -18% | -$47.3K | 0.14% | 50 |
|
|
2018
Q3 | $301K | Hold |
888
| – | – | 0.18% | 46 |
|
|
2018
Q2 | $321K | Hold |
888
| – | – | 0.17% | 45 |
|
|
2018
Q1 | $313K | Hold |
888
| – | – | 0.18% | 44 |
|
|
2017
Q4 | $307K | Buy |
+888
| New | +$307K | 0.17% | 41 |
|