Watermark Asset Management’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | $27K | Hold |
89
| – | – | 0.01% | 124 |
|
2018
Q3 | $33K | Hold |
89
| – | – | 0.01% | 116 |
|
2018
Q2 | $32K | Hold |
89
| – | – | 0.01% | 116 |
|
2018
Q1 | $30K | Buy |
89
+1
| +1% | +$337 | 0.01% | 124 |
|
2017
Q4 | $31K | Hold |
88
| – | – | 0.01% | 121 |
|
2017
Q3 | $29K | Hold |
88
| – | – | 0.01% | 124 |
|
2017
Q2 | $28K | Hold |
88
| – | – | 0.01% | 125 |
|
2017
Q1 | $27K | Buy |
+88
| New | +$27K | 0.01% | 123 |
|