Aull & Monroe Investment Management’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
Q1 | – | Sell |
-358
| Closed | -$204K | – | 125 |
|
|
2024
Q4 | $204K | Hold |
358
| – | – | 0.1% | 122 |
|
|
2024
Q3 | $204K | Sell |
358
-48
| -12% | -$27.3K | 0.09% | 127 |
|
|
2024
Q2 | $217K | Hold |
406
| – | – | 0.11% | 124 |
|
|
2024
Q1 | $226K | Hold |
406
| – | – | 0.1% | 121 |
|
|
2023
Q4 | $206K | Buy |
+406
| New | +$206K | 0.1% | 126 |
|