WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.3K | Buy |
18
+9
| +100% | +$5.13K | ﹤0.01% | 587 |
|
|
2024
Q3 | $5.13K | Hold |
9
| – | – | ﹤0.01% | 738 |
|
|
2024
Q2 | $4.82K | Hold |
9
| – | – | ﹤0.01% | 724 |
|
|
2024
Q1 | $5.01K | Buy |
+9
| New | +$5.01K | ﹤0.01% | 718 |
|
|
2023
Q4 | – | Sell |
-9
| Closed | -$4.11K | – | 587 |
|
|
2023
Q3 | $4.11K | Hold |
9
| – | – | ﹤0.01% | 700 |
|
|
2023
Q2 | $4.31K | Hold |
9
| – | – | ﹤0.01% | 701 |
|
|
2023
Q1 | $4.13K | Buy |
+9
| New | +$4.13K | ﹤0.01% | 707 |
|