Resurgent Financial 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
Q2 | – | Sell |
-522
| Closed | -$290K | – | 191 |
|
|
2024
Q1 | $290K | Buy |
522
+262
| +101% | +$146K | 0.15% | 152 |
|
|
2023
Q4 | $132K | Buy |
260
+1
| +0.4% | +$507 | 0.08% | 215 |
|
|
2023
Q3 | $118K | Buy |
259
+2
| +0.8% | +$913 | 0.08% | 209 |
|
|
2023
Q2 | $123K | Hold |
257
| – | – | 0.08% | 208 |
|
|
2023
Q1 | $118K | Buy |
257
+1
| +0.4% | +$459 | 0.08% | 207 |
|
|
2022
Q4 | $114K | Buy |
+256
| New | +$114K | 0.06% | 286 |
|