Aquire 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 | $254K | Hold |
449
| – | – | 0.07% | 42 |
|
|
2025
Q1 | $240K | Buy |
449
+5
| +1% | +$2.67K | 0.07% | 46 |
|
|
2024
Q4 | $253K | Hold |
444
| – | – | 0.08% | 41 |
|
|
2024
Q3 | $253K | Hold |
444
| – | – | 0.08% | 41 |
|
|
2024
Q2 | $238K | Hold |
444
| – | – | 0.08% | 39 |
|
|
2024
Q1 | $247K | Hold |
444
| – | – | 0.09% | 42 |
|
|
2023
Q4 | $225K | Hold |
444
| – | – | 0.09% | 36 |
|
|
2023
Q3 | $203K | Hold |
444
| – | – | 0.08% | 37 |
|
|
2023
Q2 | $213K | Hold |
444
| – | – | 0.08% | 36 |
|
|
2023
Q1 | $204K | Buy |
+444
| New | +$204K | 0.09% | 36 |
|