Shepherd Financial Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $426K | Sell |
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|
2020
Q2 | $761K | Sell |
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|
2020
Q1 | $927K | Sell |
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|
2019
Q4 | $20.8M | Buy |
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|
2019
Q3 | $18.6M | Sell |
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|
2019
Q2 | $29.3M | Buy |
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|
2019
Q1 | $27.7M | Sell |
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|
2018
Q4 | $24.8M | Buy |
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|
2018
Q3 | $27M | Sell |
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|
2018
Q2 | $27.1M | Buy |
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|
2018
Q1 | $25.6M | Buy |
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|
2017
Q4 | $25.5M | Sell |
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|
2017
Q3 | $25.6M | Buy |
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|
2017
Q2 | $22.6M | Buy |
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|
2017
Q1 | $20.4M | Buy |
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|
2016
Q4 | $17.8M | Buy |
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