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 |
|