Tiedemann 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
Q3 | $1.31M | Hold |
2,849
| – | – | 0.06% | 101 |
|
|
2023
Q2 | $1.37M | Buy |
2,849
+18
| +0.6% | +$8.65K | 0.06% | 95 |
|
|
2023
Q1 | $1.3M | Hold |
2,831
| – | – | 0.06% | 99 |
|
|
2022
Q4 | $1.26M | Hold |
2,831
| – | – | 0.06% | 101 |
|
|
2022
Q3 | $1.15M | Hold |
2,831
| – | – | 0.07% | 101 |
|
|
2022
Q2 | $1.18M | Buy |
2,831
+400
| +16% | +$166K | 0.09% | 103 |
|
|
2022
Q1 | $1.2M | Sell |
2,431
-3
| -0.1% | -$1.48K | 0.06% | 133 |
|
|
2021
Q4 | $1.26M | Buy |
2,434
+3
| +0.1% | +$1.56K | 0.06% | 123 |
|
|
2021
Q3 | $1.17M | Hold |
2,431
| – | – | 0.06% | 127 |
|
|
2021
Q2 | $1.2M | Hold |
2,431
| – | – | 0.05% | 154 |
|
|
2021
Q1 | $1.16M | Hold |
2,431
| – | – | 0.05% | 149 |
|
|
2020
Q4 | $1.02M | Hold |
2,431
| – | – | 0.05% | 148 |
|
|
2020
Q3 | $826K | Sell |
2,431
-325
| -12% | -$110K | 0.04% | 189 |
|
|
2020
Q2 | $900K | Sell |
2,756
-113
| -4% | -$36.9K | 0.05% | 169 |
|
|
2020
Q1 | $757K | Buy |
2,869
+325
| +13% | +$85.8K | 0.05% | 177 |
|
|
2019
Q4 | $959K | Sell |
2,544
-2,743
| -52% | -$1.03M | 0.05% | 166 |
|
|
2019
Q3 | $1.87M | Hold |
5,287
| – | – | 0.09% | 125 |
|
|
2019
Q2 | $1.88M | Hold |
5,287
| – | – | 0.09% | 111 |
|
|
2019
Q1 | $1.83M | Sell |
5,287
-573
| -10% | -$198K | 0.09% | 145 |
|
|
2018
Q4 | $1.78M | Sell |
5,860
-85
| -1% | -$25.8K | 0.09% | 144 |
|
|
2018
Q3 | $2.19M | Sell |
5,945
-230
| -4% | -$84.8K | 0.13% | 100 |
|
|
2018
Q2 | $2.2M | Buy |
6,175
+205
| +3% | +$73K | 0.14% | 99 |
|
|
2018
Q1 | $2.04M | Buy |
5,970
+3,454
| +137% | +$1.18M | 0.14% | 92 |
|
|
2017
Q4 | $872K | Sell |
2,516
-134
| -5% | -$46.4K | 0.07% | 127 |
|
|
2017
Q3 | $752K | Buy |
2,650
+85
| +3% | +$24.1K | 0.07% | 174 |
|
|
2017
Q2 | $815K | Hold |
2,565
| – | – | 0.06% | 243 |
|
|
2017
Q1 | $801K | Hold |
2,565
| – | – | 0.07% | 207 |
|
|
2016
Q4 | $773K | Buy |
+2,565
| New | +$773K | 0.08% | 174 |
|