Unionview 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
2024
Q4
$7.71M Sell
13,534
-188
-1% -$107K 5.65% 6
2024
Q3
$7.82M Buy
13,722
+28
+0.2% +$16K 6.08% 5
2024
Q2
$7.33M Sell
13,694
-75
-0.5% -$40.1K 5.98% 5
2024
Q1
$7.66M Buy
13,769
+32
+0.2% +$17.8K 6.34% 4
2023
Q4
$6.97M Sell
13,737
-717
-5% -$364K 6.26% 4
2023
Q3
$6.6M Buy
14,454
+373
+3% +$170K 6.24% 3
2023
Q2
$6.74M Buy
14,081
+176
+1% +$84.3K 6.16% 3
2023
Q1
$6.37M Buy
13,905
+83
+0.6% +$38K 5.98% 4
2022
Q4
$6.12M Buy
13,822
+919
+7% +$407K 6.12% 4
2022
Q3
$5.18M Buy
12,903
+171
+1% +$68.7K 5.92% 4
2022
Q2
$5.27M Buy
12,732
+783
+7% +$324K 5.88% 4
2022
Q1
$5.86M Buy
11,949
+189
+2% +$92.7K 5.48% 4
2021
Q4
$6.09M Buy
+11,760
New +$6.09M 5.69% 5