Appleton Partners’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 | $858K | Hold |
|
|||||
|
2025
Q2 | $816K | Sell |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $557K | Sell |
|
|||||
|
2024
Q3 | $559K | Hold |
|
|||||
|
2024
Q2 | $525K | Hold |
|
|||||
|
2024
Q1 | $546K | Sell |
|
|||||
|
2023
Q4 | $529K | Sell |
|
|||||
|
2023
Q3 | $485K | Hold |
|
|||||
|
2023
Q2 | $508K | Hold |
|
|||||
|
2023
Q1 | $487K | Sell |
|
|||||
|
2022
Q4 | $523K | Hold |
|
|||||
|
2022
Q3 | $474K | Sell |
|
|||||
|
2022
Q2 | $518K | Sell |
|
|||||
|
2022
Q1 | $666K | Buy |
|
|||||
|
2021
Q4 | $668K | Buy |
|
|||||
|
2021
Q3 | $591K | Hold |
|
|||||
|
2021
Q2 | $604K | Buy |
|
|||||
|
2021
Q1 | $583K | Sell |
|
|||||
|
2020
Q4 | $616K | Sell |
|
|||||
|
2020
Q3 | $550K | Sell |
|
|||||
|
2020
Q2 | $531K | Sell |
|
|||||
|
2020
Q1 | $445K | Sell |
|
|||||
|
2019
Q4 | $650K | Sell |
|
|||||
|
2019
Q3 | $615K | Sell |
|
|||||
|
2019
Q2 | $623K | Sell |
|
|||||
|
2019
Q1 | $612K | Buy |
|
|||||
|
2018
Q4 | $522K | Buy |
|
|||||
|
2018
Q3 | $561K | Buy |
|
|||||
|
2018
Q2 | $542K | Hold |
|
|||||
|
2018
Q1 | $521K | Sell |
|
|||||
|
2017
Q4 | $549K | Sell |
|
|||||
|
2017
Q3 | $533K | Hold |
|
|||||
|
2017
Q2 | $519K | Buy |
|
|||||
|
2017
Q1 | $502K | Buy |
|