Retirement Income Solutions’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,322
| Closed | -$202K | – | 152 |
|
2024
Q4 | $202K | Hold |
2,322
| – | – | 0.04% | 142 |
|
2024
Q3 | $204K | Buy |
+2,322
| New | +$204K | 0.05% | 140 |
|
2024
Q2 | – | Sell |
-3,525
| Closed | -$308K | – | 152 |
|
2024
Q1 | $308K | Sell |
3,525
-162
| -4% | -$14.1K | 0.07% | 106 |
|
2023
Q4 | $279K | Buy |
3,687
+622
| +20% | +$47.1K | 0.07% | 107 |
|
2023
Q3 | $212K | Hold |
3,065
| – | – | 0.06% | 121 |
|
2023
Q2 | $220K | Hold |
3,065
| – | – | 0.06% | 128 |
|
2023
Q1 | $210K | Hold |
3,065
| – | – | 0.06% | 129 |
|
2022
Q4 | $200K | Buy |
+3,065
| New | +$200K | 0.06% | 117 |
|