QP Wealth Management’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
Q3 | $272K | Buy |
+595
| New | +$272K | 0.47% | 55 |
|
|
2023
Q1 | – | Sell |
-1,150
| Closed | -$509K | – | 71 |
|
|
2022
Q4 | $509K | Buy |
+1,150
| New | +$509K | 0.79% | 36 |
|
|
2020
Q4 | – | Sell |
-700
| Closed | -$237K | – | 73 |
|
|
2020
Q3 | $237K | Hold |
700
| – | – | 0.3% | 55 |
|
|
2020
Q2 | $227K | Sell |
700
-150
| -18% | -$48.6K | 0.31% | 51 |
|
|
2020
Q1 | $237K | Buy |
850
+100
| +13% | +$27.9K | 0.34% | 52 |
|
|
2019
Q4 | $280K | Buy |
+750
| New | +$280K | 0.34% | 64 |
|