SAG
SageView Advisory Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-809
| Closed | -$411K | – | 683 |
|
|
2023
Q4 | $411K | Buy |
809
+1
| +0.1% | +$508 | 0.02% | 439 |
|
|
2023
Q3 | $369K | Sell |
808
-430
| -35% | -$196K | 0.02% | 377 |
|
|
2023
Q2 | $593K | Buy |
1,238
+244
| +25% | +$117K | 0.03% | 321 |
|
|
2023
Q1 | $456K | Buy |
994
+521
| +110% | +$239K | 0.03% | 326 |
|
|
2022
Q4 | $210K | Buy |
+473
| New | +$210K | 0.02% | 390 |
|