TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-32
| Closed | -$15K | – | 171 |
|
|
2021
Q3 | $15K | Hold |
32
| – | – | ﹤0.01% | 82 |
|
|
2021
Q2 | $16K | Buy |
+32
| New | +$16K | ﹤0.01% | 55 |
|
|
2020
Q2 | – | Sell |
-122
| Closed | -$32K | – | 147 |
|
|
2020
Q1 | $32K | Hold |
122
| – | – | 0.01% | 70 |
|
|
2019
Q4 | $45K | Buy |
+122
| New | +$45K | 0.04% | 68 |
|