Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-560
| Closed | -$231K | – | 53 |
|
|
2022
Q2 | $231K | Buy |
560
+108
| +24% | +$44.6K | 0.05% | 53 |
|
|
2022
Q1 | $222K | Hold |
452
| – | – | 0.04% | 54 |
|
|
2021
Q4 | $234K | Hold |
452
| – | – | 0.04% | 64 |
|
|
2021
Q3 | $217K | Buy |
+452
| New | +$217K | 0.04% | 63 |
|
|
2021
Q1 | $277K | Hold |
582
| – | – | 0.06% | 57 |
|
|
2020
Q4 | $245K | Buy |
+582
| New | +$245K | 0.05% | 55 |
|
|
2020
Q3 | – | Sell |
-2,615
| Closed | -$849K | – | 59 |
|
|
2020
Q2 | $849K | Buy |
2,615
+1,104
| +73% | +$358K | 0.21% | 27 |
|
|
2020
Q1 | $397K | Sell |
1,511
-1,248
| -45% | -$328K | 0.12% | 39 |
|
|
2019
Q4 | $1.04M | Buy |
2,759
+166
| +6% | +$62.3K | 0.25% | 28 |
|
|
2019
Q3 | $914K | Buy |
+2,593
| New | +$914K | 0.25% | 24 |
|
|
2018
Q3 | – | Sell |
-98
| Closed | -$34.8K | – | 44 |
|
|
2018
Q2 | $34.8K | Hold |
98
| – | – | 0.69% | 17 |
|
|
2018
Q1 | $33.5K | Buy |
+98
| New | +$33.5K | 2.62% | 10 |
|