Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,266
| Closed | -$172K | – | 1392 |
|
|
2019
Q1 | $172K | Sell |
3,266
-256
| -7% | -$13.5K | 0.01% | 477 |
|
|
2018
Q4 | $161K | Sell |
3,522
-63
| -2% | -$2.88K | 0.01% | 453 |
|
|
2018
Q3 | $201K | Sell |
3,585
-169
| -5% | -$9.48K | 0.02% | 454 |
|
|
2018
Q2 | $203K | Sell |
3,754
-227
| -6% | -$12.3K | 0.02% | 455 |
|
|
2018
Q1 | $209K | Buy |
3,981
+3
| +0.1% | +$157 | 0.02% | 454 |
|
|
2017
Q4 | $206K | Sell |
3,978
-66
| -2% | -$3.42K | 0.02% | 476 |
|
|
2017
Q3 | $199K | Buy |
4,044
+90
| +2% | +$4.43K | 0.02% | 475 |
|
|
2017
Q2 | $189K | Sell |
3,954
-51
| -1% | -$2.44K | 0.02% | 469 |
|
|
2017
Q1 | $186K | Sell |
4,005
-390
| -9% | -$18.1K | 0.03% | 417 |
|
|
2016
Q4 | $195K | Sell |
4,395
-60
| -1% | -$2.66K | 0.03% | 378 |
|
|
2016
Q3 | $189K | Buy |
4,455
+213
| +5% | +$9.04K | 0.03% | 398 |
|
|
2016
Q2 | $174K | Buy |
4,242
+192
| +5% | +$7.88K | 0.03% | 403 |
|
|
2016
Q1 | $160K | Buy |
4,050
+102
| +3% | +$4.03K | 0.03% | 411 |
|
|
2015
Q4 | $155K | Buy |
+3,948
| New | +$155K | 0.03% | 427 |
|