SOA Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
1,700
+3
| +0.2% | +$261 | 0.03% | 232 |
|
|
2025
Q1 | $135K | Buy |
1,697
+4
| +0.2% | +$318 | 0.03% | 229 |
|
|
2024
Q4 | $147K | Sell |
1,693
-338
| -17% | -$29.4K | 0.03% | 214 |
|
|
2024
Q3 | $178K | Buy |
2,031
+4
| +0.2% | +$351 | 0.03% | 196 |
|
|
2024
Q2 | $170K | Buy |
2,027
+5
| +0.2% | +$420 | 0.03% | 197 |
|
|
2024
Q1 | $177K | Sell |
2,022
-498
| -20% | -$43.5K | 0.04% | 191 |
|
|
2023
Q4 | $191K | Hold |
2,520
| – | – | 0.04% | 181 |
|
|
2023
Q3 | $174K | Buy |
2,520
+498
| +25% | +$34.4K | 0.04% | 179 |
|
|
2023
Q2 | $145K | Hold |
2,022
| – | – | 0.03% | 194 |
|
|
2023
Q1 | $138K | Hold |
2,022
| – | – | 0.03% | 197 |
|
|
2022
Q4 | $132K | Buy |
+2,022
| New | +$132K | 0.04% | 191 |
|