TCWP’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-882
| Closed | -$391K | – | 269 |
|
2022
Q4 | $391K | Buy |
882
+217
| +33% | +$96.1K | 0.08% | 163 |
|
2022
Q3 | $267K | Sell |
665
-35
| -5% | -$14.1K | 0.06% | 215 |
|
2022
Q2 | $289K | Sell |
700
-913
| -57% | -$377K | 0.06% | 209 |
|
2022
Q1 | $791K | Buy |
1,613
+913
| +130% | +$448K | 0.14% | 114 |
|
2021
Q4 | $362K | Buy |
+700
| New | +$362K | 0.07% | 182 |
|