TPWM
Twelve Points Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Hold |
15,148
| – | – | 0.35% | 69 |
|
|
2025
Q1 | $1.2M | Sell |
15,148
-126
| -0.8% | -$10K | 0.33% | 70 |
|
|
2024
Q4 | $1.33M | Sell |
15,274
-293
| -2% | -$25.5K | 0.38% | 64 |
|
|
2024
Q3 | $1.37M | Sell |
15,567
-58
| -0.4% | -$5.09K | 0.43% | 56 |
|
|
2024
Q2 | $1.31M | Hold |
15,625
| – | – | 0.46% | 51 |
|
|
2024
Q1 | $1.36M | Sell |
15,625
-17
| -0.1% | -$1.48K | 0.5% | 52 |
|
|
2023
Q4 | $1.18M | Sell |
15,642
-2,040
| -12% | -$154K | 0.56% | 53 |
|
|
2023
Q3 | $1.22M | Sell |
17,682
-5,271
| -23% | -$364K | 0.61% | 48 |
|
|
2023
Q2 | $1.64M | Sell |
22,953
-3,665
| -14% | -$263K | 0.88% | 29 |
|
|
2023
Q1 | $1.82M | Sell |
26,618
-599
| -2% | -$41K | 1.05% | 18 |
|
|
2022
Q4 | $1.78M | Buy |
27,217
+19,641
| +259% | +$1.28M | 1.21% | 17 |
|
|
2022
Q3 | $457K | Sell |
7,576
-135
| -2% | -$8.14K | 0.35% | 93 |
|
|
2022
Q2 | $470K | Buy |
+7,711
| New | +$470K | 0.36% | 96 |
|