Surevest’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,557
| Closed | -$281K | – | 94 |
|
|
2020
Q1 | $281K | Sell |
6,557
-32,128
| -83% | -$1.38M | 0.15% | 84 |
|
|
2019
Q4 | $2.21M | Sell |
38,685
-1,477
| -4% | -$84.3K | 0.94% | 38 |
|
|
2019
Q3 | $2.16M | Buy |
40,162
+728
| +2% | +$39.1K | 1.06% | 25 |
|
|
2019
Q2 | $2.14M | Buy |
39,434
+2,684
| +7% | +$146K | 1.11% | 25 |
|
|
2019
Q1 | $1.93M | Buy |
36,750
+10,098
| +38% | +$531K | 1.19% | 31 |
|
|
2018
Q4 | $1.22M | Buy |
+26,652
| New | +$1.22M | 0.96% | 37 |
|