Vickerman & Driscoll Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $408K | Sell |
1,553
-602
| -28% | -$158K | 0.25% | 54 |
|
2019
Q4 | $809K | Sell |
2,155
-155
| -7% | -$58.2K | 0.41% | 47 |
|
2019
Q3 | $814K | Sell |
2,310
-44
| -2% | -$15.5K | 0.45% | 51 |
|
2019
Q2 | $835K | Buy |
2,354
+15
| +0.6% | +$5.32K | 0.46% | 51 |
|
2019
Q1 | $808K | Sell |
2,339
-22
| -0.9% | -$7.6K | 0.46% | 50 |
|
2018
Q4 | $714K | Sell |
2,361
-17
| -0.7% | -$5.14K | 0.56% | 46 |
|
2018
Q3 | $874K | Sell |
2,378
-148
| -6% | -$54.4K | 0.61% | 46 |
|
2018
Q2 | $897K | Sell |
2,526
-288
| -10% | -$102K | 0.65% | 43 |
|
2018
Q1 | $962K | Sell |
2,814
-431
| -13% | -$147K | 0.71% | 45 |
|
2017
Q4 | $1.12M | Buy |
+3,245
| New | +$1.12M | 0.88% | 43 |
|