Strategic Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-850
| Closed | -$223K | – | 174 |
|
|
2020
Q1 | $223K | Buy |
850
+35
| +4% | +$9.18K | 0.1% | 142 |
|
|
2019
Q4 | $306K | Buy |
815
+64
| +9% | +$24K | 0.13% | 130 |
|
|
2019
Q3 | $265K | Sell |
751
-459
| -38% | -$162K | 0.13% | 128 |
|
|
2019
Q2 | $432K | Sell |
1,210
-3,229
| -73% | -$1.15M | 0.24% | 71 |
|
|
2019
Q1 | $1.53M | Sell |
4,439
-2,710
| -38% | -$936K | 1.05% | 26 |
|
|
2018
Q4 | $2.16M | Buy |
+7,149
| New | +$2.16M | 1.95% | 12 |
|