WWA
WCG Wealth Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42M | Buy |
85,390
+3,825
| +5% | +$332K | 0.48% | 64 |
|
|
2025
Q1 | $6.48M | Sell |
81,565
-9,981
| -11% | -$793K | 0.49% | 65 |
|
|
2024
Q4 | $7.95M | Buy |
91,546
+629
| +0.7% | +$54.7K | 0.53% | 58 |
|
|
2024
Q3 | $7.98M | Sell |
90,917
-5,568
| -6% | -$489K | 0.54% | 53 |
|
|
2024
Q2 | $8.11M | Buy |
96,485
+601
| +0.6% | +$50.5K | 0.6% | 48 |
|
|
2024
Q1 | $8.37M | Sell |
95,884
-35,021
| -27% | -$3.06M | 0.7% | 42 |
|
|
2023
Q4 | $9.91M | Sell |
130,905
-22,599
| -15% | -$1.71M | 0.73% | 43 |
|
|
2023
Q3 | $10.8M | Buy |
153,504
+10,235
| +7% | +$718K | 0.79% | 39 |
|
|
2023
Q2 | $10.3M | Sell |
143,269
-10,678
| -7% | -$765K | 1.2% | 27 |
|
|
2023
Q1 | $10.5M | Buy |
153,947
+9,360
| +6% | +$641K | 1.35% | 24 |
|
|
2022
Q4 | $9.45M | Buy |
144,587
+14,004
| +11% | +$915K | 1.3% | 25 |
|
|
2022
Q3 | $8.5M | Sell |
130,583
-3,730
| -3% | -$243K | 1.12% | 26 |
|
|
2022
Q2 | $8.19M | Buy |
+134,313
| New | +$8.19M | 1.14% | 25 |
|