Redmont Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-685
| Closed | -$303K | – | 98 |
|
|
2022
Q4 | $303K | Hold |
685
| – | – | 0.36% | 75 |
|
|
2022
Q3 | $275K | Hold |
685
| – | – | 0.36% | 71 |
|
|
2022
Q2 | $283K | Hold |
685
| – | – | 0.34% | 71 |
|
|
2022
Q1 | $336K | Hold |
685
| – | – | 0.36% | 68 |
|
|
2021
Q4 | $355K | Buy |
+685
| New | +$355K | 0.38% | 59 |
|