Atlas Capital 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 | $85.3K | Hold |
150
| – | – | 0.01% | 555 |
|
|
2025
Q1 | $80.3K | Hold |
150
| – | – | 0.01% | 575 |
|
|
2024
Q4 | $85.8K | Hold |
150
| – | – | 0.01% | 540 |
|
|
2024
Q3 | $85.8K | Sell |
150
-1
| -0.7% | -$572 | 0.01% | 512 |
|
|
2024
Q2 | $80.6K | Buy |
151
+1
| +0.7% | +$534 | 0.01% | 531 |
|
|
2024
Q1 | $83.8K | Hold |
150
| – | – | 0.01% | 501 |
|
|
2023
Q4 | $76.4K | Hold |
150
| – | – | 0.01% | 540 |
|
|
2023
Q3 | $68.8K | Hold |
150
| – | – | 0.01% | 503 |
|
|
2023
Q2 | $72.1K | Hold |
150
| – | – | 0.01% | 526 |
|
|
2023
Q1 | $69K | Buy |
150
+120
| +400% | +$55.2K | 0.01% | 521 |
|
|
2022
Q4 | $13.6K | Sell |
30
-5
| -14% | -$2.26K | ﹤0.01% | 700 |
|
|
2022
Q3 | $14.3K | Buy |
35
+5
| +17% | +$2.04K | ﹤0.01% | 691 |
|
|
2022
Q2 | $12.7K | Hold |
30
| – | – | ﹤0.01% | 732 |
|
|
2022
Q1 | $15K | Hold |
30
| – | – | ﹤0.01% | 662 |
|
|
2021
Q4 | $15.8K | Sell |
30
-4
| -12% | -$2.11K | ﹤0.01% | 663 |
|
|
2021
Q3 | $16.6K | Hold |
34
| – | – | ﹤0.01% | 658 |
|
|
2021
Q2 | $17K | Hold |
34
| – | – | ﹤0.01% | 669 |
|
|
2021
Q1 | $16.5K | Hold |
34
| – | – | ﹤0.01% | 621 |
|
|
2020
Q4 | $14.5K | Buy |
+34
| New | +$14.5K | ﹤0.01% | 566 |
|
|
2020
Q3 | – | Sell |
-65
| Closed | -$21K | – | 476 |
|
|
2020
Q2 | $21K | Sell |
65
-100
| -61% | -$32.3K | ﹤0.01% | 545 |
|
|
2020
Q1 | $43.3K | Buy |
165
+26
| +19% | +$6.82K | 0.01% | 453 |
|
|
2019
Q4 | $52.4K | Buy |
139
+100
| +256% | +$37.7K | 0.01% | 462 |
|
|
2019
Q3 | $14K | Hold |
39
| – | – | ﹤0.01% | 551 |
|
|
2019
Q2 | $14K | Sell |
39
-246
| -86% | -$88.6K | ﹤0.01% | 574 |
|
|
2019
Q1 | $3.11K | Buy |
285
+257
| +918% | +$2.8K | ﹤0.01% | 555 |
|
|
2018
Q4 | $8.47K | Buy |
+28
| New | +$8.47K | ﹤0.01% | 518 |
|