SHJ
Sharkey, Howes & Javer’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-125
| Closed | -$38K | – | 213 |
|
2018
Q4 | $38K | Buy |
125
+1
| +0.8% | +$304 | 0.02% | 112 |
|
2018
Q3 | $46K | Sell |
124
-4
| -3% | -$1.48K | 0.02% | 115 |
|
2018
Q2 | $45K | Sell |
128
-7
| -5% | -$2.46K | 0.03% | 108 |
|
2018
Q1 | $46K | Buy |
135
+1
| +0.7% | +$341 | 0.03% | 95 |
|
2017
Q4 | $46K | Sell |
134
-140
| -51% | -$48.1K | 0.03% | 95 |
|
2017
Q3 | $91K | Hold |
274
| – | – | 0.05% | 72 |
|
2017
Q2 | $87K | Buy |
274
+80
| +41% | +$25.4K | 0.05% | 70 |
|
2017
Q1 | $61K | Buy |
194
+1
| +0.5% | +$314 | 0.03% | 81 |
|
2016
Q4 | $58K | Buy |
193
+4
| +2% | +$1.2K | 0.04% | 88 |
|
2016
Q3 | $53K | Buy |
189
+42
| +29% | +$11.8K | 0.03% | 87 |
|
2016
Q2 | $40K | Buy |
147
+1
| +0.7% | +$272 | 0.03% | 103 |
|
2016
Q1 | $38K | Buy |
146
+8
| +6% | +$2.08K | 0.03% | 106 |
|
2015
Q4 | $35K | Buy |
138
+4
| +3% | +$1.01K | 0.02% | 119 |
|
2015
Q3 | $35K | Buy |
+134
| New | +$35K | 0.03% | 120 |
|
2015
Q2 | – | Sell |
-134
| Closed | -$37K | – | 233 |
|
2015
Q1 | $37K | Buy |
+134
| New | +$37K | 0.02% | 123 |
|