Anchor Capital 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 | $314K | Hold |
555
| – | – | 0.01% | 219 |
|
2025
Q1 | $296K | Sell |
555
-80
| -13% | -$42.7K | 0.01% | 223 |
|
2024
Q4 | $362K | Hold |
635
| – | – | 0.01% | 217 |
|
2024
Q3 | $362K | Hold |
635
| – | – | 0.01% | 212 |
|
2024
Q2 | $340K | Hold |
635
| – | – | 0.01% | 215 |
|
2024
Q1 | $353K | Sell |
635
-35
| -5% | -$19.5K | 0.01% | 219 |
|
2023
Q4 | $340K | Hold |
670
| – | – | 0.01% | 215 |
|
2023
Q3 | $306K | Hold |
670
| – | – | 0.01% | 236 |
|
2023
Q2 | $321K | Hold |
670
| – | – | 0.01% | 236 |
|
2023
Q1 | $307K | Buy |
+670
| New | +$307K | 0.01% | 233 |
|