Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $62.4K | Sell |
109
-16
| -13% | -$9.15K | 0.01% | 277 |
|
|
2024
Q3 | $71.5K | Hold |
125
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $67.1K | Hold |
125
| – | – | 0.01% | 264 |
|
|
2024
Q1 | $69.8K | Hold |
125
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $63.7K | Hold |
125
| – | – | 0.02% | 261 |
|
|
2023
Q3 | $57.3K | Hold |
125
| – | – | 0.01% | 271 |
|
|
2023
Q2 | $60.1K | Hold |
125
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $57.5K | Sell |
125
-42
| -25% | -$19.3K | 0.01% | 269 |
|
|
2022
Q4 | $74K | Sell |
167
-4
| -2% | -$1.77K | 0.02% | 230 |
|
|
2022
Q3 | $69K | Sell |
171
-29
| -15% | -$11.7K | 0.02% | 246 |
|
|
2022
Q2 | $83K | Buy |
200
+1
| +0.5% | +$415 | 0.02% | 212 |
|
|
2022
Q1 | $98K | Sell |
199
-1
| -0.5% | -$492 | 0.02% | 191 |
|
|
2021
Q4 | $103K | Hold |
200
| – | – | 0.02% | 198 |
|
|
2021
Q3 | $96K | Hold |
200
| – | – | 0.03% | 197 |
|
|
2021
Q2 | $98K | Buy |
200
+1
| +0.5% | +$490 | 0.03% | 191 |
|
|
2021
Q1 | $95 | Hold |
199
| – | – | 0.03% | 192 |
|
|
2020
Q4 | $84K | Hold |
199
| – | – | 0.03% | 193 |
|
|
2020
Q3 | $67K | Hold |
199
| – | – | 0.02% | 197 |
|
|
2020
Q2 | $65K | Hold |
199
| – | – | 0.02% | 200 |
|
|
2020
Q1 | $52K | Sell |
199
-131
| -40% | -$34.2K | 0.02% | 215 |
|
|
2019
Q4 | $124K | Buy |
+330
| New | +$124K | 0.05% | 153 |
|