Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+2,399
| New | +$208K | 0.01% | 694 |
|
|
2025
Q1 | – | Sell |
-2,399
| Closed | -$208K | – | 705 |
|
|
2024
Q4 | $208K | Sell |
2,399
-22
| -0.9% | -$1.91K | 0.01% | 637 |
|
|
2024
Q3 | $212K | Buy |
2,421
+22
| +0.9% | +$1.93K | 0.01% | 633 |
|
|
2024
Q2 | $202K | Sell |
2,399
-135
| -5% | -$11.3K | 0.01% | 611 |
|
|
2024
Q1 | $211K | Buy |
+2,534
| New | +$211K | 0.01% | 595 |
|
|
2021
Q2 | – | Sell |
-52
| Closed | -$4K | – | 1188 |
|
|
2021
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 1540 |
|
|
2020
Q4 | $4K | Sell |
52
-89
| -63% | -$6.85K | ﹤0.01% | 1394 |
|
|
2020
Q3 | $8K | Hold |
141
| – | – | ﹤0.01% | 1100 |
|
|
2020
Q2 | $8K | Sell |
141
-88
| -38% | -$4.99K | ﹤0.01% | 1290 |
|
|
2020
Q1 | $11K | Buy |
229
+14
| +7% | +$672 | ﹤0.01% | 1020 |
|
|
2019
Q4 | $12K | Hold |
215
| – | – | ﹤0.01% | 1045 |
|
|
2019
Q3 | $12K | Hold |
215
| – | – | ﹤0.01% | 968 |
|
|
2019
Q2 | $12K | Hold |
215
| – | – | ﹤0.01% | 972 |
|
|
2019
Q1 | $11K | Buy |
215
+10
| +5% | +$512 | ﹤0.01% | 932 |
|
|
2018
Q4 | $9K | Buy |
205
+1
| +0.5% | +$44 | ﹤0.01% | 903 |
|
|
2018
Q3 | $10K | Hold |
204
| – | – | ﹤0.01% | 960 |
|
|
2018
Q2 | $11K | Buy |
204
+36
| +21% | +$1.94K | ﹤0.01% | 912 |
|
|
2018
Q1 | $9K | Sell |
168
-183
| -52% | -$9.8K | ﹤0.01% | 957 |
|
|
2017
Q4 | $18K | Buy |
+351
| New | +$18K | ﹤0.01% | 693 |
|