Wealth Management Associates’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-4,550
| Closed | -$362K | – | 224 |
|
2025
Q1 | $362K | Sell |
4,550
-100
| -2% | -$7.95K | 0.15% | 125 |
|
2024
Q4 | $404K | Sell |
4,650
-383
| -8% | -$33.3K | 0.17% | 112 |
|
2024
Q3 | $442K | Sell |
5,033
-2,445
| -33% | -$215K | 0.19% | 108 |
|
2024
Q2 | $629K | Hold |
7,478
| – | – | 0.29% | 69 |
|
2024
Q1 | $629K | Buy |
+7,478
| New | +$629K | 0.29% | 69 |
|