RE Dickinson Investment 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
Q4 | $108K | Hold |
19
| – | – | 0.01% | 161 |
|
|
2024
Q3 | $10.8K | Hold |
19
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $10.2K | Hold |
19
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $11K | Hold |
19
| – | – | 0.01% | 154 |
|
|
2023
Q4 | $10K | Hold |
19
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $9K | Hold |
19
| – | – | 0.01% | 179 |
|
|
2023
Q2 | $9K | Hold |
19
| – | – | ﹤0.01% | 261 |
|
|
2023
Q1 | $9K | Sell |
19
-1
| -5% | -$474 | ﹤0.01% | 274 |
|
|
2022
Q4 | $9K | Hold |
20
| – | – | ﹤0.01% | 258 |
|
|
2022
Q3 | $8K | Hold |
20
| – | – | 0.01% | 161 |
|
|
2022
Q2 | $8 | Hold |
20
| – | – | ﹤0.01% | 172 |
|
|
2022
Q1 | $10K | Hold |
20
| – | – | 0.01% | 180 |
|
|
2021
Q4 | $10K | Buy |
+20
| New | +$10K | 0.01% | 177 |
|