Simplicity Solutions’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
2023
Q4
$252K Hold
3,332
0.01% 890
2023
Q3
$230K Sell
3,332
-1,208
-27% -$83.5K 0.01% 855
2023
Q2
$325K Hold
4,540
0.01% 799
2023
Q1
$311K Buy
+4,540
New +$311K 0.01% 836
2021
Q2
Sell
-6,530
Closed -$490K 553
2021
Q1
$490K Sell
6,530
-237,477
-97% -$17.8M 0.11% 200
2020
Q4
$16.9M Buy
244,007
+64,591
+36% +$4.48M 0.25% 86
2020
Q3
$10.3M Sell
179,416
-8,823
-5% -$506K 0.19% 106
2020
Q2
$10.1M Buy
188,239
+83,023
+79% +$4.47M 0.2% 108
2020
Q1
$4.51M Buy
105,216
+68,199
+184% +$2.92M 0.14% 125
2019
Q4
$2.11M Sell
37,017
-56,151
-60% -$3.21M 0.06% 233
2019
Q3
$5.01M Buy
93,168
+19,976
+27% +$1.07M 0.2% 83
2019
Q2
$3.97M Buy
73,192
+4,728
+7% +$257K 0.17% 92
2019
Q1
$3.6M Buy
+68,464
New +$3.6M 0.22% 99