TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-154
| Closed | -$54K | – | 750 |
|
|
2019
Q3 | $54K | Buy |
154
+1
| +0.7% | +$351 | 0.02% | 255 |
|
|
2019
Q2 | $54K | Hold |
153
| – | – | 0.02% | 259 |
|
|
2019
Q1 | $53K | Buy |
153
+1
| +0.7% | +$346 | 0.02% | 259 |
|
|
2018
Q4 | $46K | Hold |
152
| – | – | 0.02% | 264 |
|
|
2018
Q3 | $56K | Buy |
152
+1
| +0.7% | +$368 | 0.03% | 257 |
|
|
2018
Q2 | $54K | Hold |
151
| – | – | 0.03% | 258 |
|
|
2018
Q1 | $52K | Sell |
151
-159
| -51% | -$54.8K | 0.03% | 257 |
|
|
2017
Q4 | $107K | Buy |
+310
| New | +$107K | 0.05% | 200 |
|