Rikoon Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $362K | Hold |
760
| – | – | 0.1% | 177 |
|
|
2020
Q4 | $320K | Sell |
760
-33
| -4% | -$13.9K | 0.09% | 180 |
|
|
2020
Q3 | $269K | Hold |
793
| – | – | 0.08% | 183 |
|
|
2020
Q2 | $258K | Sell |
793
-300
| -27% | -$97.6K | 0.09% | 180 |
|
|
2020
Q1 | $287K | Buy |
1,093
+300
| +38% | +$78.8K | 0.12% | 145 |
|
|
2019
Q4 | $298K | Hold |
793
| – | – | 0.1% | 167 |
|
|
2019
Q3 | $280K | Hold |
793
| – | – | 0.1% | 165 |
|
|
2019
Q2 | $282K | Hold |
793
| – | – | 0.11% | 167 |
|
|
2019
Q1 | $274K | Hold |
793
| – | – | 0.1% | 169 |
|
|
2018
Q4 | $240K | Hold |
793
| – | – | 0.1% | 171 |
|
|
2018
Q3 | $291K | Hold |
793
| – | – | 0.1% | 172 |
|
|
2018
Q2 | $282K | Hold |
793
| – | – | 0.11% | 168 |
|
|
2018
Q1 | $265K | Hold |
793
| – | – | 0.11% | 169 |
|
|
2017
Q4 | $275K | Hold |
793
| – | – | 0.11% | 149 |
|
|
2017
Q3 | $260K | Hold |
793
| – | – | 0.11% | 146 |
|
|
2017
Q2 | $252K | Hold |
793
| – | – | 0.11% | 146 |
|
|
2017
Q1 | $250K | Sell |
793
-50
| -6% | -$15.8K | 0.11% | 151 |
|
|
2016
Q4 | $263K | Hold |
843
| – | – | 0.12% | 147 |
|
|
2016
Q3 | $237K | Buy |
+843
| New | +$237K | 0.19% | 117 |
|