SMA
Simply Money Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $5.31M | Sell |
15,525
-3,386
| -18% | -$1.16M | 0.75% | 22 |
|
|
2017
Q4 | $6.53M | Sell |
18,911
-2,267
| -11% | -$783K | 0.84% | 22 |
|
|
2017
Q3 | $6.91M | Buy |
21,178
+32
| +0.2% | +$10.4K | 0.91% | 22 |
|
|
2017
Q2 | $6.72M | Sell |
21,146
-10,278
| -33% | -$3.26M | 0.92% | 22 |
|
|
2017
Q1 | $9.82M | Buy |
31,424
+9,778
| +45% | +$3.06M | 1.37% | 18 |
|
|
2016
Q4 | $6.53M | Sell |
21,646
-69,857
| -76% | -$21.1M | 0.94% | 19 |
|
|
2016
Q3 | $25.8M | Sell |
91,503
-4,365
| -5% | -$1.23M | 3.98% | 10 |
|
|
2016
Q2 | $26.1M | Sell |
95,868
-18,768
| -16% | -$5.11M | 4.02% | 11 |
|
|
2016
Q1 | $30.1M | Sell |
114,636
-6,940
| -6% | -$1.82M | 4.59% | 9 |
|
|
2015
Q4 | $30.9M | Sell |
121,576
-725
| -0.6% | -$184K | 4.64% | 10 |
|
|
2015
Q3 | $30.4M | Buy |
122,301
+379
| +0.3% | +$94.3K | 4.7% | 9 |
|
|
2015
Q2 | $33.3M | Sell |
121,922
-495
| -0.4% | -$135K | 4.9% | 9 |
|
|
2015
Q1 | $33.9M | Buy |
122,417
+982
| +0.8% | +$272K | 4.91% | 9 |
|
|
2014
Q4 | $32.1M | Buy |
121,435
+2,766
| +2% | +$730K | 4.75% | 8 |
|
|
2014
Q3 | $29.6M | Buy |
118,669
+141
| +0.1% | +$35.2K | 4.51% | 10 |
|
|
2014
Q2 | $30.9M | Buy |
118,528
+8,325
| +8% | +$2.17M | 4.7% | 12 |
|
|
2014
Q1 | $27.6M | Buy |
110,203
+4,515
| +4% | +$1.13M | 4.29% | 12 |
|
|
2013
Q4 | $25.8M | Buy |
105,688
+6,981
| +7% | +$1.7M | 4.34% | 12 |
|
|
2013
Q3 | $22.3M | Buy |
98,707
+14,528
| +17% | +$3.29M | 3.8% | 13 |
|
|
2013
Q2 | $17.7M | Buy |
+84,179
| New | +$17.7M | 3.15% | 14 |
|