AEPWM
Atlantic Edge Private 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 | $13.1M | Sell |
23,146
-1,300
| -5% | -$736K | 3.6% | 6 |
|
|
2025
Q1 | $13M | Sell |
24,446
-193
| -0.8% | -$103K | 3.99% | 4 |
|
|
2024
Q4 | $14M | Sell |
24,639
-65
| -0.3% | -$37K | 4.34% | 3 |
|
|
2024
Q3 | $14.1M | Buy |
24,704
+55
| +0.2% | +$31.3K | 4.28% | 4 |
|
|
2024
Q2 | $13.2M | Sell |
24,649
-75
| -0.3% | -$40.1K | 4.41% | 5 |
|
|
2024
Q1 | $13.8M | Buy |
24,724
+154
| +0.6% | +$85.7K | 4.73% | 4 |
|
|
2023
Q4 | $12.5M | Buy |
+24,570
| New | +$12.5M | 5.07% | 4 |
|