SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.23M | Buy |
2,937
+770
| +36% | +$323K | 0.11% | 120 |
|
|
2020
Q3 | $734K | Hold |
2,167
| – | – | 0.07% | 133 |
|
|
2020
Q2 | $703K | Hold |
2,167
| – | – | 0.08% | 132 |
|
|
2020
Q1 | $570K | Sell |
2,167
-90
| -4% | -$23.7K | 0.07% | 139 |
|
|
2019
Q4 | $847K | Buy |
2,257
+90
| +4% | +$33.8K | 0.08% | 127 |
|
|
2019
Q3 | $764K | Hold |
2,167
| – | – | 0.07% | 127 |
|
|
2019
Q2 | $768K | Sell |
2,167
-14
| -0.6% | -$4.96K | 0.08% | 129 |
|
|
2019
Q1 | $753K | Sell |
2,181
-31
| -1% | -$10.7K | 0.07% | 132 |
|
|
2018
Q4 | $670K | Hold |
2,212
| – | – | 0.08% | 132 |
|
|
2018
Q3 | $813K | Sell |
2,212
-22
| -1% | -$8.09K | 0.08% | 127 |
|
|
2018
Q2 | $793K | Sell |
2,234
-175
| -7% | -$62.1K | 0.09% | 130 |
|
|
2018
Q1 | $786K | Buy |
2,409
+15
| +0.6% | +$4.89K | 0.1% | 125 |
|
|
2017
Q4 | $827K | Sell |
2,394
-15
| -0.6% | -$5.18K | 0.1% | 124 |
|
|
2017
Q3 | $786K | Sell |
2,409
-155
| -6% | -$50.6K | 0.1% | 125 |
|
|
2017
Q2 | $814K | Hold |
2,564
| – | – | 0.11% | 121 |
|
|
2017
Q1 | $801K | Buy |
2,564
+100
| +4% | +$31.2K | 0.11% | 118 |
|
|
2016
Q4 | $743K | Hold |
2,464
| – | – | 0.11% | 121 |
|
|
2016
Q3 | $696K | Hold |
2,464
| – | – | 0.11% | 123 |
|
|
2016
Q2 | $671K | Hold |
2,464
| – | – | 0.11% | 123 |
|
|
2016
Q1 | $647K | Sell |
2,464
-75
| -3% | -$19.7K | 0.11% | 129 |
|
|
2015
Q4 | $645K | Buy |
2,539
+392
| +18% | +$99.6K | 0.11% | 139 |
|
|
2015
Q3 | $534K | Sell |
2,147
-400
| -16% | -$99.5K | 0.1% | 145 |
|
|
2015
Q2 | $696K | Buy |
2,547
+296
| +13% | +$80.9K | 0.13% | 138 |
|
|
2015
Q1 | $624K | Hold |
2,251
| – | – | 0.11% | 146 |
|
|
2014
Q4 | $594K | Hold |
2,251
| – | – | 0.22% | 104 |
|
|
2014
Q3 | $561K | Hold |
2,251
| – | – | 0.24% | 93 |
|
|
2014
Q2 | $587K | Hold |
2,251
| – | – | 0.25% | 88 |
|
|
2014
Q1 | $564K | Hold |
2,251
| – | – | 0.27% | 86 |
|
|
2013
Q4 | $550K | Buy |
+2,251
| New | +$550K | 0.33% | 75 |
|