Sugarloaf Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $62.4K | Sell |
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|
2024
Q3 | $71.5K | Hold |
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|
2024
Q2 | $67.1K | Hold |
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|
2024
Q1 | $69.8K | Hold |
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|
2023
Q4 | $63.7K | Hold |
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|
2023
Q3 | $57.3K | Hold |
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|
2023
Q2 | $60.1K | Hold |
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|
2023
Q1 | $57.5K | Sell |
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|
2022
Q4 | $74K | Sell |
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|
2022
Q3 | $69K | Sell |
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|
2022
Q2 | $83K | Buy |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $98K | Buy |
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|
2021
Q1 | $95 | Hold |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $67K | Hold |
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|
2020
Q2 | $65K | Hold |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $124K | Buy |
|