Valmark Advisers’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-3,876
| Closed | -$208K | – | 240 |
|
2019
Q3 | $208K | Sell |
3,876
-1,569
| -29% | -$84.2K | ﹤0.01% | 231 |
|
2019
Q2 | $296K | Sell |
5,445
-448
| -8% | -$24.4K | 0.01% | 181 |
|
2019
Q1 | $310K | Buy |
5,893
+496
| +9% | +$26.1K | 0.01% | 174 |
|
2018
Q4 | $247K | Buy |
5,397
+22
| +0.4% | +$1.01K | 0.01% | 180 |
|
2018
Q3 | $301K | Buy |
5,375
+18
| +0.3% | +$1.01K | 0.01% | 157 |
|
2018
Q2 | $289K | Sell |
5,357
-97
| -2% | -$5.23K | 0.01% | 159 |
|
2018
Q1 | $286K | Buy |
5,454
+45
| +0.8% | +$2.36K | 0.01% | 154 |
|
2017
Q4 | $280K | Buy |
+5,409
| New | +$280K | 0.01% | 157 |
|