Surevest’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 | $46K | Sell |
115
-14
| -11% | -$5.6K | 0.01% | 191 |
|
|
2022
Q2 | $53K | Buy |
+129
| New | +$53K | 0.01% | 197 |
|
|
2020
Q1 | – | Sell |
-1,414
| Closed | -$531K | – | 122 |
|
|
2019
Q4 | $531K | Buy |
1,414
+5
| +0.4% | +$1.88K | 0.23% | 106 |
|
|
2019
Q3 | $497K | Buy |
1,409
+6
| +0.4% | +$2.12K | 0.24% | 103 |
|
|
2019
Q2 | $498K | Buy |
1,403
+3
| +0.2% | +$1.07K | 0.26% | 103 |
|
|
2019
Q1 | $484K | Buy |
+1,400
| New | +$484K | 0.3% | 93 |
|