WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $589K | Buy |
1,854
+42
| +2% | +$13.3K | 0.13% | 180 |
|
|
2017
Q1 | $566K | Sell |
1,812
-1,043
| -37% | -$326K | 0.15% | 156 |
|
|
2016
Q4 | $861K | Buy |
2,855
+85
| +3% | +$25.6K | 0.21% | 117 |
|
|
2016
Q3 | $782K | Buy |
2,770
+26
| +0.9% | +$7.34K | 0.19% | 126 |
|
|
2016
Q2 | $747K | Sell |
2,744
-66
| -2% | -$18K | 0.2% | 121 |
|
|
2016
Q1 | $738K | Sell |
2,810
-45
| -2% | -$11.8K | 0.21% | 114 |
|
|
2015
Q4 | $725K | Buy |
2,855
+64
| +2% | +$16.3K | 0.22% | 115 |
|
|
2015
Q3 | $695K | Sell |
2,791
-3
| -0.1% | -$747 | 0.22% | 105 |
|
|
2015
Q2 | $763K | Sell |
2,794
-416
| -13% | -$114K | 0.21% | 111 |
|
|
2015
Q1 | $890K | Sell |
3,210
-528
| -14% | -$146K | 0.25% | 89 |
|
|
2014
Q4 | $987K | Buy |
3,738
+51
| +1% | +$13.5K | 0.2% | 111 |
|
|
2014
Q3 | $919K | Buy |
3,687
+261
| +8% | +$65.1K | 0.17% | 139 |
|
|
2014
Q2 | $893K | Buy |
3,426
+130
| +4% | +$33.9K | 0.17% | 148 |
|
|
2014
Q1 | $826K | Sell |
3,296
-4,948
| -60% | -$1.24M | 0.17% | 154 |
|
|
2013
Q4 | $2.01M | Buy |
8,244
+3,753
| +84% | +$916K | 0.29% | 76 |
|
|
2013
Q3 | $1.02M | Sell |
4,491
-57
| -1% | -$12.9K | 0.16% | 159 |
|
|
2013
Q2 | $955K | Buy |
+4,548
| New | +$955K | 0.16% | 155 |
|