Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,875
| Closed | -$493K | – | 179 |
|
|
2020
Q1 | $493K | Hold |
1,875
| – | – | 0.06% | 88 |
|
|
2019
Q4 | $704K | Hold |
1,875
| – | – | 0.07% | 86 |
|
|
2019
Q3 | $661K | Hold |
1,875
| – | – | 0.08% | 85 |
|
|
2019
Q2 | $665K | Hold |
1,875
| – | – | 0.08% | 87 |
|
|
2019
Q1 | $648K | Buy |
+1,875
| New | +$648K | 0.08% | 88 |
|