Trivium Point Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-760
| Closed | -$363K | – | 225 |
|
|
2022
Q1 | $363K | Hold |
760
| – | – | 0.08% | 184 |
|
|
2021
Q4 | $393K | Hold |
760
| – | – | 0.08% | 176 |
|
|
2021
Q3 | $375K | Hold |
760
| – | – | 0.09% | 169 |
|
|
2021
Q2 | $373K | Hold |
760
| – | – | 0.09% | 168 |
|
|
2021
Q1 | $362K | Hold |
760
| – | – | 0.1% | 159 |
|
|
2020
Q4 | $335K | Hold |
760
| – | – | 0.1% | 158 |
|
|
2020
Q3 | $258K | Hold |
760
| – | – | 0.09% | 150 |
|
|
2020
Q2 | $249K | Sell |
760
-478
| -39% | -$157K | 0.1% | 144 |
|
|
2020
Q1 | $346K | Buy |
+1,238
| New | +$346K | 0.18% | 116 |
|