WealthShield Partners’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 | $6.35M | Buy |
73,154
+2,189
| +3% | +$190K | 0.77% | 32 |
|
|
2025
Q1 | $5.64M | Buy |
70,965
+920
| +1% | +$73.1K | 0.72% | 38 |
|
|
2024
Q4 | $6.09M | Buy |
70,045
+12,914
| +23% | +$1.12M | 0.86% | 33 |
|
|
2024
Q3 | $5.01M | Sell |
57,131
-3,463
| -6% | -$304K | 0.68% | 37 |
|
|
2024
Q2 | $5.09M | Buy |
60,594
+380
| +0.6% | +$31.9K | 0.78% | 29 |
|
|
2024
Q1 | $5.26M | Sell |
60,214
-9,830
| -14% | -$858K | 0.85% | 29 |
|
|
2023
Q4 | $5.3M | Buy |
70,044
+2,759
| +4% | +$209K | 0.87% | 26 |
|
|
2023
Q3 | $4.65M | Sell |
67,285
-2,110
| -3% | -$146K | 0.7% | 35 |
|
|
2023
Q2 | $4.97M | Buy |
69,395
+4,154
| +6% | +$298K | 0.75% | 31 |
|
|
2023
Q1 | $4.47M | Buy |
65,241
+1,592
| +3% | +$109K | 0.72% | 31 |
|
|
2022
Q4 | $4.16M | Buy |
63,649
+907
| +1% | +$59.3K | 0.8% | 27 |
|
|
2022
Q3 | $3.79M | Sell |
62,742
-1,742
| -3% | -$105K | 0.75% | 30 |
|
|
2022
Q2 | $3.93M | Buy |
64,484
+506
| +0.8% | +$30.8K | 0.78% | 30 |
|
|
2022
Q1 | $4.75M | Buy |
+63,978
| New | +$4.75M | 0.76% | 31 |
|
|
2021
Q2 | – | Sell |
-62
| Closed | -$5K | – | 983 |
|
|
2021
Q1 | $5K | Buy |
+62
| New | +$5K | ﹤0.01% | 961 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$2K | – | 335 |
|
|
2020
Q1 | $2K | Sell |
48
-95
| -66% | -$3.96K | ﹤0.01% | 256 |
|
|
2019
Q4 | $8K | Sell |
143
-203
| -59% | -$11.4K | ﹤0.01% | 249 |
|
|
2019
Q3 | $19K | Hold |
346
| – | – | 0.01% | 223 |
|
|
2019
Q2 | $19K | Buy |
346
+47
| +16% | +$2.58K | 0.01% | 196 |
|
|
2019
Q1 | $16K | Hold |
299
| – | – | 0.01% | 224 |
|
|
2018
Q4 | $14K | Hold |
299
| – | – | 0.01% | 197 |
|
|
2018
Q3 | $17K | Hold |
299
| – | – | 0.01% | 192 |
|
|
2018
Q2 | $16K | Buy |
+299
| New | +$16K | 0.01% | 191 |
|