United Capital Financial Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,450
| Closed | -$377K | – | 1096 |
|
|
2023
Q3 | $377K | Buy |
5,450
+268
| +5% | +$18.5K | ﹤0.01% | 693 |
|
|
2023
Q2 | $371K | Sell |
5,182
-38
| -0.7% | -$2.72K | ﹤0.01% | 731 |
|
|
2023
Q1 | $357K | Sell |
5,220
-471
| -8% | -$32.2K | ﹤0.01% | 781 |
|
|
2022
Q4 | $372K | Sell |
5,691
-800
| -12% | -$52.3K | ﹤0.01% | 818 |
|
|
2022
Q3 | $392K | Sell |
6,491
-3,055
| -32% | -$184K | ﹤0.01% | 824 |
|
|
2022
Q2 | $582K | Buy |
9,546
+3,780
| +66% | +$230K | ﹤0.01% | 760 |
|
|
2022
Q1 | $428K | Sell |
5,766
-462
| -7% | -$34.3K | ﹤0.01% | 880 |
|
|
2021
Q4 | $508K | Buy |
6,228
+302
| +5% | +$24.6K | ﹤0.01% | 851 |
|
|
2021
Q3 | $448K | Sell |
5,926
-550
| -8% | -$41.6K | ﹤0.01% | 883 |
|
|
2021
Q2 | $502K | Buy |
6,476
+850
| +15% | +$65.9K | ﹤0.01% | 855 |
|
|
2021
Q1 | $423K | Sell |
5,626
-249
| -4% | -$18.7K | ﹤0.01% | 892 |
|
|
2020
Q4 | $407K | Hold |
5,875
| – | – | ﹤0.01% | 902 |
|
|
2020
Q3 | $337K | Buy |
5,875
+170
| +3% | +$9.75K | ﹤0.01% | 922 |
|
|
2020
Q2 | $307K | Buy |
+5,705
| New | +$307K | ﹤0.01% | 989 |
|
|
2020
Q1 | – | Sell |
-3,739
| Closed | -$213K | – | 1289 |
|
|
2019
Q4 | $213K | Buy |
+3,739
| New | +$213K | ﹤0.01% | 1246 |
|