Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-237
| Closed | -$114K | – | 317 |
|
|
2023
Q2 | $114K | Sell |
237
-36
| -13% | -$17.3K | 0.1% | 123 |
|
|
2023
Q1 | $125K | Hold |
273
| – | – | 0.12% | 121 |
|
|
2022
Q4 | $121K | Hold |
273
| – | – | 0.12% | 127 |
|
|
2022
Q3 | $113K | Buy |
273
+1
| +0.4% | +$414 | 0.11% | 125 |
|
|
2022
Q2 | $114K | Sell |
272
-41
| -13% | -$17.2K | 0.11% | 127 |
|
|
2022
Q1 | $154K | Sell |
313
-16
| -5% | -$7.87K | 0.13% | 123 |
|
|
2021
Q4 | $170K | Buy |
+329
| New | +$170K | 0.14% | 114 |
|