RIA
Regal Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,057
| Closed | -$602K | – | 494 |
|
|
2024
Q3 | $602K | Buy |
+1,057
| New | +$602K | 0.04% | 318 |
|
|
2024
Q2 | – | Sell |
-383
| Closed | -$213K | – | 590 |
|
|
2024
Q1 | $213K | Buy |
+383
| New | +$213K | 0.01% | 538 |
|
|
2020
Q3 | – | Sell |
-1,194
| Closed | -$387K | – | 162 |
|
|
2020
Q2 | $387K | Buy |
+1,194
| New | +$387K | 0.07% | 203 |
|
|
2018
Q2 | – | Sell |
-618
| Closed | -$211K | – | 292 |
|
|
2018
Q1 | $211K | Sell |
618
-44
| -7% | -$15K | 0.05% | 290 |
|
|
2017
Q4 | $229K | Sell |
662
-63
| -9% | -$21.8K | 0.05% | 254 |
|
|
2017
Q3 | $237K | Sell |
725
-20
| -3% | -$6.54K | 0.06% | 244 |
|
|
2017
Q2 | $237K | Sell |
745
-4
| -0.5% | -$1.27K | 0.06% | 231 |
|
|
2017
Q1 | $234K | Sell |
749
-289
| -28% | -$90.3K | 0.06% | 236 |
|
|
2016
Q4 | $313K | Sell |
1,038
-490
| -32% | -$148K | 0.09% | 197 |
|
|
2016
Q3 | $431K | Sell |
1,528
-8,039
| -84% | -$2.27M | 0.12% | 171 |
|
|
2016
Q2 | $2.6M | Sell |
9,567
-913
| -9% | -$249K | 0.72% | 57 |
|
|
2016
Q1 | $2.75M | Sell |
10,480
-3,345
| -24% | -$879K | 0.75% | 53 |
|
|
2015
Q4 | $3.51M | Buy |
13,825
+101
| +0.7% | +$25.7K | 0.91% | 33 |
|
|
2015
Q3 | $3.42M | Buy |
13,724
+1,359
| +11% | +$338K | 0.89% | 23 |
|
|
2015
Q2 | $3.38M | Buy |
12,365
+72
| +0.6% | +$19.7K | 0.91% | 23 |
|
|
2015
Q1 | $3.41M | Buy |
12,293
+220
| +2% | +$61K | 0.84% | 21 |
|
|
2014
Q4 | $3.19M | Buy |
12,073
+309
| +3% | +$81.6K | 0.85% | 24 |
|
|
2014
Q3 | $2.93M | Buy |
11,764
+10,357
| +736% | +$2.58M | 0.89% | 23 |
|
|
2014
Q2 | $367K | Sell |
1,407
-795
| -36% | -$207K | 0.13% | 156 |
|
|
2014
Q1 | $552K | Buy |
2,202
+1,307
| +146% | +$328K | 0.23% | 111 |
|
|
2013
Q4 | $219K | Sell |
895
-1,223
| -58% | -$299K | 0.13% | 147 |
|
|
2013
Q3 | $479K | Buy |
2,118
+3
| +0.1% | +$678 | 0.28% | 109 |
|
|
2013
Q2 | $446K | Buy |
+2,115
| New | +$446K | 0.25% | 111 |
|