Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $3.15M | Buy |
9,294
+164
| +2% | +$55.6K | 0.11% | 92 |
|
|
2020
Q2 | $2.96M | Sell |
9,130
-376
| -4% | -$122K | 0.21% | 73 |
|
|
2020
Q1 | $2.5M | Sell |
9,506
-5,328
| -36% | -$1.4M | 0.22% | 68 |
|
|
2019
Q4 | $5.57M | Sell |
14,834
-9,330
| -39% | -$3.5M | 0.37% | 46 |
|
|
2019
Q3 | $8.52M | Buy |
24,164
+1
| +0% | +$352 | 0.62% | 32 |
|
|
2019
Q2 | $8.57M | Sell |
24,163
-26
| -0.1% | -$9.22K | 0.64% | 32 |
|
|
2019
Q1 | $8.36M | Sell |
24,189
-682
| -3% | -$236K | 0.63% | 31 |
|
|
2018
Q4 | $7.53M | Buy |
24,871
+4,726
| +23% | +$1.43M | 0.67% | 31 |
|
|
2018
Q3 | $7.4M | Sell |
20,145
-691
| -3% | -$254K | 0.61% | 29 |
|
|
2018
Q2 | $7.4M | Buy |
20,836
+2,889
| +16% | +$1.03M | 0.67% | 27 |
|
|
2018
Q1 | $6.13M | Buy |
17,947
+2,006
| +13% | +$686K | 0.58% | 32 |
|
|
2017
Q4 | $5.51M | Buy |
15,941
+10,960
| +220% | +$3.79M | 0.54% | 32 |
|
|
2017
Q3 | $1.63M | Sell |
4,981
-64
| -1% | -$20.9K | 0.18% | 90 |
|
|
2017
Q2 | $1.6M | Buy |
5,045
+3,914
| +346% | +$1.24M | 0.19% | 85 |
|
|
2017
Q1 | $353K | Sell |
1,131
-26
| -2% | -$8.12K | 0.05% | 252 |
|
|
2016
Q4 | $349K | Buy |
1,157
+21
| +2% | +$6.33K | 0.05% | 243 |
|
|
2016
Q3 | $321K | Buy |
1,136
+90
| +9% | +$25.4K | 0.05% | 253 |
|
|
2016
Q2 | $285K | Buy |
1,046
+600
| +135% | +$163K | 0.05% | 266 |
|
|
2016
Q1 | $117K | Sell |
446
-20
| -4% | -$5.25K | 0.02% | 489 |
|
|
2015
Q4 | $118K | Buy |
+466
| New | +$118K | 0.02% | 487 |
|