Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.31M | Buy |
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|
2025
Q2 | $934K | Buy |
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|
2025
Q1 | $836K | Sell |
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|
2024
Q4 | $895K | Sell |
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|
2024
Q3 | $896K | Sell |
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|
2024
Q2 | $914K | Buy |
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|
2024
Q1 | $870K | Buy |
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|
2023
Q4 | $700K | Buy |
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|
2023
Q3 | $616K | Sell |
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|
2023
Q2 | $721K | Sell |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $691K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $630K | Sell |
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|
2022
Q1 | $779K | Buy |
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|
2021
Q4 | $816K | Buy |
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|
2021
Q3 | $737K | Sell |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $719K | Sell |
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|
2020
Q4 | $641K | Sell |
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|
2020
Q3 | $565K | Sell |
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|
2020
Q2 | $543K | Sell |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $910K | Sell |
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|
2019
Q3 | $893K | Buy |
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|
2019
Q2 | $851K | Sell |
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|
2019
Q1 | $981K | Sell |
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|
2018
Q4 | $881K | Sell |
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|
2018
Q3 | $968K | Sell |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $919K | Buy |
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|
2017
Q4 | $841K | Buy |
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