Sage Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-51
| Closed | -$20K | – | 130 |
|
|
2022
Q3 | $20K | Hold |
51
| – | – | 0.03% | 112 |
|
|
2022
Q2 | $21K | Hold |
51
| – | – | 0.03% | 112 |
|
|
2022
Q1 | $25K | Hold |
51
| – | – | 0.02% | 113 |
|
|
2021
Q4 | $26K | Hold |
51
| – | – | 0.03% | 110 |
|
|
2021
Q3 | $25K | Hold |
51
| – | – | 0.03% | 111 |
|
|
2021
Q2 | $25K | Hold |
51
| – | – | 0.03% | 107 |
|
|
2021
Q1 | $24K | Hold |
51
| – | – | 0.04% | 112 |
|
|
2020
Q4 | $21K | Buy |
+51
| New | +$21K | 0.06% | 103 |
|