WFA
Wipfli Financial Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $687K | Hold |
11,376
| – | – | 0.05% | 168 |
|
|
2022
Q2 | $693K | Sell |
11,376
-5,087
| -31% | -$310K | 0.08% | 47 |
|
|
2022
Q1 | $1.22M | Hold |
16,463
| – | – | 0.12% | 36 |
|
|
2021
Q4 | $1.34M | Sell |
16,463
-1,633
| -9% | -$133K | 0.15% | 16 |
|
|
2021
Q3 | $1.37M | Hold |
18,096
| – | – | 0.17% | 16 |
|
|
2021
Q2 | $1.4M | Sell |
18,096
-1,479
| -8% | -$115K | 0.2% | 16 |
|
|
2021
Q1 | $1.47M | Buy |
19,575
+4,296
| +28% | +$323K | 0.8% | 7 |
|
|
2020
Q4 | $1.06M | Buy |
+15,279
| New | +$1.06M | 0.63% | 11 |
|