Andrews Lucia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $824K | Buy |
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|
2025
Q2 | $782K | Sell |
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|
2025
Q1 | $837K | Hold |
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|
2024
Q4 | $837K | Buy |
|
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|
2024
Q3 | $786K | Hold |
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|
2024
Q2 | $817K | Hold |
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|
2024
Q1 | $817K | Sell |
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|
2023
Q4 | $813K | Hold |
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|
2023
Q3 | $732K | Buy |
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|
2023
Q2 | $767K | Sell |
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|
2023
Q1 | $735K | Buy |
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|
2022
Q4 | $710K | Sell |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $840K | Buy |
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|
2022
Q1 | $886K | Buy |
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|
2021
Q4 | $806K | Buy |
|