Arkadios 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 | $795K | Sell |
1,402
-9
| -0.6% | -$5.1K | 0.02% | 657 |
|
|
2025
Q1 | $753K | Buy |
1,411
+43
| +3% | +$22.9K | 0.03% | 557 |
|
|
2024
Q4 | $779K | Buy |
1,368
+62
| +5% | +$35.3K | 0.04% | 393 |
|
|
2024
Q3 | $744K | Sell |
1,306
-43
| -3% | -$24.5K | 0.04% | 405 |
|
|
2024
Q2 | $722K | Sell |
1,349
-306
| -18% | -$164K | 0.05% | 357 |
|
|
2024
Q1 | $921K | Sell |
1,655
-18
| -1% | -$10K | 0.07% | 255 |
|
|
2023
Q4 | $849K | Sell |
1,673
-15
| -0.9% | -$7.61K | 0.07% | 257 |
|
|
2023
Q3 | $771K | Buy |
1,688
+10
| +0.6% | +$4.57K | 0.07% | 257 |
|
|
2023
Q2 | $804K | Buy |
1,678
+3
| +0.2% | +$1.44K | 0.09% | 221 |
|
|
2023
Q1 | $768K | Sell |
1,675
-14
| -0.8% | -$6.42K | 0.09% | 227 |
|
|
2022
Q4 | $748K | Buy |
1,689
+121
| +8% | +$53.6K | 0.1% | 210 |
|
|
2022
Q3 | $630K | Buy |
1,568
+189
| +14% | +$75.9K | 0.1% | 231 |
|
|
2022
Q2 | $570K | Sell |
1,379
-97
| -7% | -$40.1K | 0.08% | 253 |
|
|
2022
Q1 | $724K | Sell |
1,476
-74
| -5% | -$36.3K | 0.09% | 239 |
|
|
2021
Q4 | $802K | Buy |
1,550
+22
| +1% | +$11.4K | 0.11% | 215 |
|
|
2021
Q3 | $734K | Sell |
1,528
-189
| -11% | -$90.8K | 0.11% | 220 |
|
|
2021
Q2 | $843K | Buy |
1,717
+62
| +4% | +$30.4K | 0.1% | 231 |
|
|
2021
Q1 | $788K | Buy |
1,655
+167
| +11% | +$79.5K | 0.13% | 183 |
|
|
2020
Q4 | $625K | Sell |
1,488
-4
| -0.3% | -$1.68K | 0.13% | 166 |
|
|
2020
Q3 | $543K | Buy |
1,492
+6
| +0.4% | +$2.19K | 0.27% | 84 |
|
|
2020
Q2 | $483K | Sell |
1,486
-189
| -11% | -$61.4K | 0.27% | 86 |
|
|
2020
Q1 | $440K | Sell |
1,675
-34
| -2% | -$8.94K | 0.28% | 80 |
|
|
2019
Q4 | $653K | Buy |
+1,709
| New | +$653K | 0.39% | 61 |
|