9258 Wealth 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
Q3 | $1.23M | Hold |
2,154
| – | – | 0.18% | 108 |
|
|
2024
Q2 | $1.15M | Sell |
2,154
-77
| -3% | -$41.2K | 0.18% | 107 |
|
|
2024
Q1 | $1.24M | Sell |
2,231
-20
| -0.9% | -$11.1K | 0.19% | 102 |
|
|
2023
Q4 | $1.14M | Hold |
2,251
| – | – | 0.2% | 100 |
|
|
2023
Q3 | $1.03M | Sell |
2,251
-3
| -0.1% | -$1.37K | 0.2% | 100 |
|
|
2023
Q2 | $1.08M | Hold |
2,254
| – | – | 0.2% | 92 |
|
|
2023
Q1 | $1.03M | Sell |
2,254
-91
| -4% | -$41.7K | 0.21% | 95 |
|
|
2022
Q4 | $1.04M | Buy |
2,345
+91
| +4% | +$40.3K | 0.22% | 93 |
|
|
2022
Q3 | $905K | Hold |
2,254
| – | – | 0.23% | 96 |
|
|
2022
Q2 | $932K | Sell |
2,254
-100
| -4% | -$41.3K | 0.24% | 100 |
|
|
2022
Q1 | $1.16M | Sell |
2,354
-487
| -17% | -$239K | 0.27% | 82 |
|
|
2021
Q4 | $1.47M | Buy |
2,841
+47
| +2% | +$24.3K | 0.34% | 61 |
|
|
2021
Q3 | $1.34M | Hold |
2,794
| – | – | 0.36% | 55 |
|
|
2021
Q2 | $1.37M | Buy |
2,794
+670
| +32% | +$329K | 0.37% | 53 |
|
|
2021
Q1 | $1.01M | Buy |
2,124
+210
| +11% | +$100K | 0.3% | 79 |
|
|
2020
Q4 | $804K | Buy |
1,914
+435
| +29% | +$183K | 0.26% | 92 |
|
|
2020
Q3 | $512K | Sell |
1,479
-28
| -2% | -$9.69K | 0.19% | 132 |
|
|
2020
Q2 | $489K | Buy |
1,507
+304
| +25% | +$98.6K | 0.2% | 139 |
|
|
2020
Q1 | $354K | Buy |
1,203
+203
| +20% | +$59.7K | 0.16% | 161 |
|
|
2019
Q4 | $375K | Buy |
+1,000
| New | +$375K | 0.14% | 186 |
|