9258 Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.23M | Hold |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $905K | Hold |
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|
2022
Q2 | $932K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.37M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $804K | Buy |
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|
2020
Q3 | $512K | Sell |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $354K | Buy |
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|
2019
Q4 | $375K | Buy |
|