SWM
Selective Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-37
| Closed | -$15K | – | 480 |
|
|
2022
Q3 | $15K | Hold |
37
| – | – | 0.01% | 470 |
|
|
2022
Q2 | $15K | Hold |
37
| – | – | 0.01% | 507 |
|
|
2022
Q1 | $18K | Hold |
37
| – | – | 0.01% | 458 |
|
|
2021
Q4 | $19K | Hold |
37
| – | – | 0.01% | 418 |
|
|
2021
Q3 | $18K | Hold |
37
| – | – | 0.01% | 375 |
|
|
2021
Q2 | $18K | Hold |
37
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $18K | Hold |
37
| – | – | 0.02% | 202 |
|
|
2020
Q4 | $16K | Hold |
37
| – | – | 0.01% | 203 |
|
|
2020
Q3 | $13K | Buy |
+37
| New | +$13K | 0.01% | 187 |
|