Sarah T. Connolly’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-7,711
| Closed | -$3.52M | – | 59 |
|
|
2023
Q3 | $3.52M | Sell |
7,711
-7
| -0.1% | -$3.2K | 2.32% | 9 |
|
|
2023
Q2 | $3.7M | Hold |
7,718
| – | – | 2.23% | 9 |
|
|
2023
Q1 | $3.54M | Sell |
7,718
-1,243
| -14% | -$570K | 2.24% | 9 |
|
|
2022
Q4 | $3.97M | Hold |
8,961
| – | – | 2.7% | 6 |
|
|
2022
Q3 | $3.6M | Sell |
8,961
-201
| -2% | -$80.7K | 2.64% | 7 |
|
|
2022
Q2 | $3.79M | Sell |
9,162
-20
| -0.2% | -$8.27K | 2.58% | 7 |
|
|
2022
Q1 | $4.5M | Hold |
9,182
| – | – | 2.64% | 7 |
|
|
2021
Q4 | $4.75M | Buy |
9,182
+6,917
| +305% | +$3.58M | 2.65% | 7 |
|
|
2021
Q3 | $1.09M | Sell |
2,265
-20
| -0.9% | -$9.62K | 0.9% | 46 |
|
|
2021
Q2 | $1.12M | Sell |
2,285
-57
| -2% | -$28K | 0.92% | 47 |
|
|
2021
Q1 | $1.12M | Sell |
2,342
-196
| -8% | -$93.3K | 0.99% | 39 |
|
|
2020
Q4 | $1.07M | Buy |
+2,538
| New | +$1.07M | 0.97% | 40 |
|