Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $1.14M | Hold |
3,300
| – | – | 0.02% | 222 |
|
|
2017
Q3 | $1.08M | Buy |
+3,300
| New | +$1.08M | 0.02% | 203 |
|
|
2017
Q1 | – | Sell |
-160
| Closed | -$48K | – | 486 |
|
|
2016
Q4 | $48K | Buy |
+160
| New | +$48K | ﹤0.01% | 421 |
|
|
2015
Q1 | – | Sell |
-72
| Closed | -$19K | – | 531 |
|
|
2014
Q4 | $19K | Buy |
+72
| New | +$19K | ﹤0.01% | 433 |
|
|
2014
Q3 | – | Sell |
-72
| Closed | -$19K | – | 550 |
|
|
2014
Q2 | $19K | Hold |
72
| – | – | ﹤0.01% | 472 |
|
|
2014
Q1 | $18K | Hold |
72
| – | – | ﹤0.01% | 462 |
|
|
2013
Q4 | $18K | Hold |
72
| – | – | ﹤0.01% | 442 |
|
|
2013
Q3 | $16K | Hold |
72
| – | – | ﹤0.01% | 455 |
|
|
2013
Q2 | $15K | Buy |
+72
| New | +$15K | ﹤0.01% | 453 |
|