Seven Post Investment Office’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 |
-1,021
| Closed | -$466K | – | 53 |
|
|
2023
Q3 | $466K | Hold |
1,021
| – | – | 0.13% | 39 |
|
|
2023
Q2 | $489K | Hold |
1,021
| – | – | 0.15% | 38 |
|
|
2023
Q1 | $468K | Hold |
1,021
| – | – | 0.17% | 33 |
|
|
2022
Q4 | $452K | Hold |
1,021
| – | – | 0.16% | 37 |
|
|
2022
Q3 | $410K | Buy |
+1,021
| New | +$410K | 0.16% | 34 |
|