Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $934K | Buy |
1,648
+82
| +5% | +$46.5K | 0.35% | 69 |
|
|
2025
Q1 | $836K | Sell |
1,566
-5
| -0.3% | -$2.67K | 0.35% | 64 |
|
|
2024
Q4 | $895K | Sell |
1,571
-1
| -0.1% | -$570 | 0.37% | 58 |
|
|
2024
Q3 | $896K | Sell |
1,572
-137
| -8% | -$78.1K | 0.38% | 53 |
|
|
2024
Q2 | $914K | Buy |
1,709
+145
| +9% | +$77.6K | 0.45% | 45 |
|
|
2024
Q1 | $870K | Buy |
1,564
+185
| +13% | +$103K | 0.45% | 47 |
|
|
2023
Q4 | $700K | Buy |
1,379
+30
| +2% | +$15.2K | 0.41% | 55 |
|
|
2023
Q3 | $616K | Sell |
1,349
-156
| -10% | -$71.3K | 0.41% | 55 |
|
|
2023
Q2 | $721K | Sell |
1,505
-20
| -1% | -$9.58K | 0.49% | 45 |
|
|
2023
Q1 | $699K | Sell |
1,525
-34
| -2% | -$15.6K | 0.52% | 43 |
|
|
2022
Q4 | $691K | Sell |
1,559
-4
| -0.3% | -$1.77K | 0.53% | 42 |
|
|
2022
Q3 | $628K | Buy |
1,563
+39
| +3% | +$15.7K | 0.51% | 44 |
|
|
2022
Q2 | $630K | Sell |
1,524
-64
| -4% | -$26.5K | 0.5% | 43 |
|
|
2022
Q1 | $779K | Buy |
1,588
+12
| +0.8% | +$5.89K | 0.54% | 39 |
|
|
2021
Q4 | $816K | Buy |
1,576
+43
| +3% | +$22.3K | 0.52% | 45 |
|
|
2021
Q3 | $737K | Sell |
1,533
-20
| -1% | -$9.62K | 0.52% | 46 |
|
|
2021
Q2 | $762K | Buy |
1,553
+42
| +3% | +$20.6K | 0.53% | 46 |
|
|
2021
Q1 | $719K | Sell |
1,511
-15
| -1% | -$7.14K | 0.52% | 48 |
|
|
2020
Q4 | $641K | Sell |
1,526
-142
| -9% | -$59.6K | 0.5% | 47 |
|
|
2020
Q3 | $565K | Sell |
1,668
-5
| -0.3% | -$1.69K | 0.5% | 46 |
|
|
2020
Q2 | $543K | Sell |
1,673
-197
| -11% | -$63.9K | 0.51% | 45 |
|
|
2020
Q1 | $486K | Sell |
1,870
-567
| -23% | -$147K | 0.54% | 44 |
|
|
2019
Q4 | $910K | Sell |
2,437
-29
| -1% | -$10.8K | 0.77% | 28 |
|
|
2019
Q3 | $893K | Buy |
2,466
+10
| +0.4% | +$3.62K | 0.77% | 28 |
|
|
2019
Q2 | $851K | Sell |
2,456
-288
| -10% | -$99.8K | 0.78% | 29 |
|
|
2019
Q1 | $981K | Sell |
2,744
-41
| -1% | -$14.7K | 0.89% | 23 |
|
|
2018
Q4 | $881K | Sell |
2,785
-75
| -3% | -$23.7K | 0.9% | 24 |
|
|
2018
Q3 | $968K | Sell |
2,860
-10
| -0.3% | -$3.39K | 0.96% | 24 |
|
|
2018
Q2 | $1.02M | Buy |
2,870
+198
| +7% | +$70.3K | 0.87% | 24 |
|
|
2018
Q1 | $919K | Buy |
2,672
+279
| +12% | +$96K | 0.8% | 24 |
|
|
2017
Q4 | $841K | Buy |
+2,393
| New | +$841K | 0.77% | 23 |
|