ALWM
Andrews Lucia Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
1,381
-89
| -6% | -$50.4K | 0.51% | 17 |
|
|
2025
Q1 | $837K | Hold |
1,470
| – | – | 0.56% | 16 |
|
|
2024
Q4 | $837K | Buy |
1,470
+1
| +0.1% | +$570 | 0.56% | 16 |
|
|
2024
Q3 | $786K | Hold |
1,469
| – | – | 0.56% | 16 |
|
|
2024
Q2 | $817K | Hold |
1,469
| – | – | 0.57% | 17 |
|
|
2024
Q1 | $817K | Sell |
1,469
-134
| -8% | -$74.6K | 0.58% | 16 |
|
|
2023
Q4 | $813K | Hold |
1,603
| – | – | 0.63% | 16 |
|
|
2023
Q3 | $732K | Buy |
1,603
+1
| +0.1% | +$457 | 0.63% | 15 |
|
|
2023
Q2 | $767K | Sell |
1,602
-2
| -0.1% | -$958 | 0.64% | 15 |
|
|
2023
Q1 | $735K | Buy |
1,604
+1
| +0.1% | +$458 | 0.65% | 15 |
|
|
2022
Q4 | $710K | Sell |
1,603
-110
| -6% | -$48.7K | 0.66% | 15 |
|
|
2022
Q3 | $688K | Buy |
1,713
+1
| +0.1% | +$402 | 0.72% | 14 |
|
|
2022
Q2 | $840K | Buy |
1,712
+1
| +0.1% | +$491 | 0.79% | 12 |
|
|
2022
Q1 | $886K | Buy |
1,711
+154
| +10% | +$79.7K | 0.79% | 14 |
|
|
2021
Q4 | $806K | Buy |
+1,557
| New | +$806K | 0.73% | 14 |
|