Ten Capital Wealth Advisors’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
Q2 | – | Sell |
-150
| Closed | -$68.8K | – | 408 |
|
|
2023
Q1 | $68.8K | Buy |
+150
| New | +$68.8K | 0.02% | 199 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$15K | – | 502 |
|
|
2022
Q1 | $15K | Hold |
30
| – | – | 0.01% | 247 |
|
|
2021
Q4 | $16K | Sell |
30
-40
| -57% | -$21.3K | 0.01% | 253 |
|
|
2021
Q3 | $34K | Sell |
70
-799
| -92% | -$388K | 0.02% | 164 |
|
|
2021
Q2 | $427K | Sell |
869
-221
| -20% | -$109K | 0.1% | 98 |
|
|
2021
Q1 | $518K | Sell |
1,090
-114
| -9% | -$54.2K | 0.13% | 91 |
|
|
2020
Q4 | $506K | Sell |
1,204
-10
| -0.8% | -$4.2K | 0.14% | 88 |
|
|
2020
Q3 | $411K | Buy |
+1,214
| New | +$411K | 0.14% | 79 |
|