TP
Truvvo Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-712
| Closed | -$342K | – | 23 |
|
2021
Q3 | $342K | Buy |
+712
| New | +$342K | 0.24% | 20 |
|
2019
Q3 | – | Sell |
-1,165
| Closed | -$414K | – | 46 |
|
2019
Q2 | $414K | Buy |
+1,165
| New | +$414K | 0.23% | 32 |
|
2019
Q1 | – | Sell |
-1,238
| Closed | -$377K | – | 31 |
|
2018
Q4 | $377K | Hold |
1,238
| – | – | 0.27% | 30 |
|
2018
Q3 | $455K | Hold |
1,238
| – | – | 0.28% | 34 |
|
2018
Q2 | $440K | Hold |
1,238
| – | – | 0.29% | 37 |
|
2018
Q1 | $424K | Hold |
1,238
| – | – | 0.16% | 77 |
|
2017
Q4 | $428K | Sell |
1,238
-180
| -13% | -$62.2K | 0.14% | 105 |
|
2017
Q3 | $463K | Hold |
1,418
| – | – | 0.15% | 103 |
|
2017
Q2 | $450K | Hold |
1,418
| – | – | 0.16% | 100 |
|
2017
Q1 | $444K | Hold |
1,418
| – | – | 0.2% | 90 |
|
2016
Q4 | $428 | Buy |
+1,418
| New | +$428 | 0.15% | 105 |
|