Strategic Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-16,981
| Closed | -$5.12M | – | 21 |
|
|
2016
Q4 | $5.12M | Buy |
+16,981
| New | +$5.12M | 5.26% | 7 |
|
|
2014
Q4 | – | Sell |
-9,654
| Closed | -$2.41M | – | 55 |
|
|
2014
Q3 | $2.41M | Sell |
9,654
-30
| -0.3% | -$7.48K | 2.51% | 13 |
|
|
2014
Q2 | $2.52M | Sell |
9,684
-19,920
| -67% | -$5.19M | 2.59% | 12 |
|
|
2014
Q1 | $7.42M | Sell |
29,604
-18
| -0.1% | -$4.51K | 6.92% | 5 |
|
|
2013
Q4 | $7.23M | Sell |
29,622
-389
| -1% | -$95K | 7.32% | 7 |
|
|
2013
Q3 | $6.79M | Hold |
30,011
| – | – | 7.46% | 7 |
|
|
2013
Q2 | $6.31M | Buy |
+30,011
| New | +$6.31M | 6.6% | 9 |
|