SWA
Sutton Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $80.8K | Hold |
177
| – | – | 0.04% | 188 |
|
|
2023
Q2 | $84.8K | Hold |
177
| – | – | 0.04% | 182 |
|
|
2023
Q1 | $81.1K | Hold |
177
| – | – | 0.04% | 171 |
|
|
2022
Q4 | $78.4K | Hold |
177
| – | – | 0.03% | 288 |
|
|
2022
Q3 | $71.1K | Hold |
177
| – | – | 0.03% | 304 |
|
|
2022
Q2 | $73.2K | Hold |
177
| – | – | 0.03% | 290 |
|
|
2022
Q1 | $86.8K | Hold |
177
| – | – | 0.03% | 278 |
|
|
2021
Q4 | $91.6K | Hold |
177
| – | – | 0.03% | 278 |
|
|
2021
Q3 | $85.1K | Hold |
177
| – | – | 0.03% | 270 |
|
|
2021
Q2 | $86.9K | Hold |
177
| – | – | 0.03% | 273 |
|
|
2021
Q1 | $84.3K | Hold |
177
| – | – | 0.03% | 266 |
|
|
2020
Q4 | $74.3K | Hold |
177
| – | – | 0.03% | 269 |
|
|
2020
Q3 | $60K | Hold |
177
| – | – | 0.03% | 271 |
|
|
2020
Q2 | $57.4K | Hold |
177
| – | – | 0.03% | 275 |
|
|
2020
Q1 | $46.5K | Hold |
177
| – | – | 0.03% | 283 |
|
|
2019
Q4 | $66.4K | Hold |
177
| – | – | 0.03% | 258 |
|
|
2019
Q3 | $62.4K | Hold |
177
| – | – | 0.03% | 256 |
|
|
2019
Q2 | $62.8K | Hold |
177
| – | – | 0.04% | 256 |
|
|
2019
Q1 | $61.1K | Hold |
177
| – | – | 0.04% | 258 |
|
|
2018
Q4 | $53.6K | Buy |
177
+95
| +116% | +$28.8K | 0.03% | 266 |
|
|
2018
Q3 | $30.1K | Hold |
82
| – | – | 0.02% | 438 |
|
|
2018
Q2 | $29.1K | Hold |
82
| – | – | 0.02% | 446 |
|
|
2018
Q1 | $28K | Hold |
82
| – | – | 0.02% | 441 |
|
|
2017
Q4 | $28.3K | Hold |
82
| – | – | 0.02% | 433 |
|
|
2017
Q3 | $26.8K | Hold |
82
| – | – | 0.02% | 446 |
|
|
2017
Q2 | $26K | Hold |
82
| – | – | 0.02% | 443 |
|
|
2017
Q1 | $25.6K | Buy |
+82
| New | +$25.6K | 0.02% | 423 |
|