Websterrogers Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-422
| Closed | -$218K | – | 77 |
|
|
2021
Q4 | $218K | Sell |
422
-60
| -12% | -$31K | 0.05% | 62 |
|
|
2021
Q3 | $232K | Sell |
482
-81
| -14% | -$39K | 0.05% | 56 |
|
|
2021
Q2 | $264K | Hold |
563
| – | – | 0.06% | 54 |
|
|
2021
Q1 | $268K | Buy |
563
+90
| +19% | +$42.8K | 0.07% | 45 |
|
|
2020
Q4 | $211K | Buy |
+473
| New | +$211K | 0.06% | 48 |
|