SWM
Selective Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-457
| Closed | -$28K | – | 481 |
|
|
2022
Q3 | $28K | Hold |
457
| – | – | 0.01% | 377 |
|
|
2022
Q2 | $28K | Hold |
457
| – | – | 0.01% | 419 |
|
|
2022
Q1 | $34K | Sell |
457
-138
| -23% | -$10.3K | 0.01% | 370 |
|
|
2021
Q4 | $49K | Hold |
595
| – | – | 0.02% | 272 |
|
|
2021
Q3 | $45K | Hold |
595
| – | – | 0.02% | 265 |
|
|
2021
Q2 | $46K | Hold |
595
| – | – | 0.04% | 198 |
|
|
2021
Q1 | $45K | Hold |
595
| – | – | 0.04% | 136 |
|
|
2020
Q4 | $41K | Sell |
595
-147
| -20% | -$10.1K | 0.03% | 126 |
|
|
2020
Q3 | $43K | Sell |
742
-726
| -49% | -$42.1K | 0.03% | 105 |
|
|
2020
Q2 | $79K | Buy |
+1,468
| New | +$79K | 0.07% | 83 |
|