Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $1.13M | Buy |
2,373
+20
| +0.8% | +$9.52K | 0.05% | 107 |
|
|
2020
Q4 | $988K | Buy |
2,353
+850
| +57% | +$357K | 0.05% | 113 |
|
|
2020
Q3 | $509K | Hold |
1,503
| – | – | 0.03% | 147 |
|
|
2020
Q2 | $488K | Sell |
1,503
-180
| -11% | -$58.4K | 0.03% | 138 |
|
|
2020
Q1 | $442K | Hold |
1,683
| – | – | 0.03% | 133 |
|
|
2019
Q4 | $632K | Buy |
1,683
+100
| +6% | +$37.6K | 0.04% | 121 |
|
|
2019
Q3 | $558K | Buy |
1,583
+180
| +13% | +$63.4K | 0.03% | 124 |
|
|
2019
Q2 | $497K | Hold |
1,403
| – | – | 0.03% | 127 |
|
|
2019
Q1 | $485K | Sell |
1,403
-52
| -4% | -$18K | 0.03% | 122 |
|
|
2018
Q4 | $440K | Sell |
1,455
-45
| -3% | -$13.6K | 0.03% | 120 |
|
|
2018
Q3 | $551K | Buy |
1,500
+404
| +37% | +$148K | 0.05% | 89 |
|
|
2018
Q2 | $389K | Hold |
1,096
| – | – | 0.04% | 107 |
|
|
2018
Q1 | $375K | Buy |
1,096
+201
| +22% | +$68.8K | 0.04% | 110 |
|
|
2017
Q4 | $309K | Buy |
+895
| New | +$309K | 0.03% | 129 |
|