Zevin Asset Management’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
Q1 | – | Sell |
-624
| Closed | -$317K | – | 88 |
|
|
2023
Q4 | $317K | Buy |
+624
| New | +$317K | 0.06% | 70 |
|
|
2021
Q4 | – | Sell |
-559
| Closed | -$269K | – | 99 |
|
|
2021
Q3 | $269K | Hold |
559
| – | – | 0.05% | 81 |
|
|
2021
Q2 | $274K | Sell |
559
-4
| -0.7% | -$1.96K | 0.05% | 84 |
|
|
2021
Q1 | $268K | Sell |
563
-335
| -37% | -$159K | 0.06% | 75 |
|
|
2020
Q4 | $377K | Buy |
+898
| New | +$377K | 0.09% | 65 |
|