Realta 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-763
| Closed | -$248K | – | 352 |
|
2020
Q2 | $248K | Buy |
+763
| New | +$248K | 0.08% | 278 |
|
2020
Q1 | – | Sell |
-35
| Closed | -$12K | – | 951 |
|
2019
Q4 | $12K | Buy |
35
+20
| +133% | +$6.86K | ﹤0.01% | 1087 |
|
2019
Q3 | $5K | Sell |
15
-118
| -89% | -$39.3K | ﹤0.01% | 1328 |
|
2019
Q2 | $47K | Sell |
133
-1,574
| -92% | -$556K | 0.01% | 690 |
|
2019
Q1 | $590K | Buy |
+1,707
| New | +$590K | 0.27% | 117 |
|