Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $510K | Sell |
1,117
-132
| -11% | -$60.3K | 0.23% | 36 |
|
|
2023
Q2 | $612K | Hold |
1,249
| – | – | 0.26% | 34 |
|
|
2023
Q1 | $570K | Hold |
1,249
| – | – | 0.27% | 38 |
|
|
2022
Q4 | $553K | Hold |
1,249
| – | – | 0.29% | 38 |
|
|
2022
Q3 | $502K | Hold |
1,249
| – | – | 0.26% | 40 |
|
|
2022
Q2 | $516K | Hold |
1,249
| – | – | 0.25% | 41 |
|
|
2022
Q1 | $613K | Hold |
1,249
| – | – | 0.22% | 40 |
|
|
2021
Q4 | $647K | Hold |
1,249
| – | – | 0.22% | 40 |
|
|
2021
Q3 | $607K | Hold |
1,249
| – | – | 0.24% | 39 |
|
|
2021
Q2 | $610K | Hold |
1,249
| – | – | 0.22% | 38 |
|
|
2021
Q1 | $607K | Sell |
1,249
-266
| -18% | -$129K | 0.24% | 40 |
|
|
2020
Q4 | $636K | Hold |
1,515
| – | – | 0.28% | 37 |
|
|
2020
Q3 | $550K | Hold |
1,515
| – | – | 0.26% | 37 |
|
|
2020
Q2 | $496K | Hold |
1,515
| – | – | 0.26% | 36 |
|
|
2020
Q1 | $416K | Hold |
1,515
| – | – | 0.28% | 38 |
|
|
2019
Q4 | $577K | Buy |
+1,515
| New | +$577K | 0.33% | 40 |
|