Atwood & Palmer’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 | $211K | Hold |
373
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $199K | Hold |
373
| – | – | 0.01% | 152 |
|
|
2024
Q4 | $212K | Sell |
373
-19
| -5% | -$10.8K | 0.01% | 143 |
|
|
2024
Q3 | $223K | Hold |
392
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $209K | Sell |
392
-71
| -15% | -$37.9K | 0.02% | 141 |
|
|
2024
Q1 | $257K | Hold |
463
| – | – | 0.02% | 132 |
|
|
2023
Q4 | $235K | Sell |
463
-62
| -12% | -$31.4K | 0.02% | 139 |
|
|
2023
Q3 | $240K | Hold |
525
| – | – | 0.02% | 130 |
|
|
2023
Q2 | $251K | Buy |
+525
| New | +$251K | 0.02% | 134 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$55K | – | 331 |
|
|
2018
Q3 | $55K | Hold |
150
| – | – | 0.01% | 177 |
|
|
2018
Q2 | $53K | Hold |
150
| – | – | 0.01% | 179 |
|
|
2018
Q1 | $51K | Hold |
150
| – | – | 0.01% | 179 |
|
|
2017
Q4 | $52K | Hold |
150
| – | – | 0.01% | 181 |
|
|
2017
Q3 | $49K | Hold |
150
| – | – | 0.01% | 183 |
|
|
2017
Q2 | $48K | Buy |
+150
| New | +$48K | 0.01% | 187 |
|
|
2015
Q3 | – | Sell |
-25
| Closed | -$7K | – | 451 |
|
|
2015
Q2 | $7K | Hold |
25
| – | – | ﹤0.01% | 314 |
|
|
2015
Q1 | $7K | Hold |
25
| – | – | ﹤0.01% | 289 |
|
|
2014
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 322 |
|
|
2014
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 336 |
|
|
2014
Q2 | $7K | Buy |
+25
| New | +$7K | ﹤0.01% | 284 |
|