Wimmer Associates 1’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-554
| Closed | -$264K | – | 124 |
|
|
2021
Q1 | $264K | Buy |
+554
| New | +$264K | 0.14% | 99 |
|
|
2020
Q1 | – | Sell |
-919
| Closed | -$345K | – | 101 |
|
|
2019
Q4 | $345K | Sell |
919
-181
| -16% | -$67.9K | 0.28% | 77 |
|
|
2019
Q3 | $388K | Hold |
1,100
| – | – | 0.34% | 71 |
|
|
2019
Q2 | $390K | Sell |
1,100
-223
| -17% | -$79.1K | 0.34% | 72 |
|
|
2019
Q1 | $457K | Sell |
1,323
-30
| -2% | -$10.4K | 0.41% | 64 |
|
|
2018
Q4 | $410K | Sell |
1,353
-25
| -2% | -$7.58K | 0.41% | 64 |
|
|
2018
Q3 | $506K | Sell |
1,378
-50
| -4% | -$18.4K | 0.42% | 62 |
|
|
2018
Q2 | $507K | Buy |
1,428
+30
| +2% | +$10.7K | 0.45% | 61 |
|
|
2018
Q1 | $478K | Hold |
1,398
| – | – | 0.42% | 67 |
|
|
2017
Q4 | $483K | Buy |
1,398
+68
| +5% | +$23.5K | 0.43% | 66 |
|
|
2017
Q3 | $434K | Hold |
1,330
| – | – | 0.4% | 72 |
|
|
2017
Q2 | $423K | Buy |
1,330
+155
| +13% | +$49.3K | 0.39% | 71 |
|
|
2017
Q1 | $367K | Sell |
1,175
-225
| -16% | -$70.3K | 0.34% | 84 |
|
|
2016
Q4 | $423K | Buy |
1,400
+250
| +22% | +$75.5K | 0.39% | 74 |
|
|
2016
Q3 | $325K | Sell |
1,150
-105
| -8% | -$29.7K | 0.29% | 87 |
|
|
2016
Q2 | $342K | Hold |
1,255
| – | – | 0.31% | 86 |
|
|
2016
Q1 | $330K | Hold |
1,255
| – | – | 0.3% | 84 |
|
|
2015
Q4 | $319K | Buy |
+1,255
| New | +$319K | 0.33% | 78 |
|