Avantax Planning Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.19M | Buy |
|
|||||
|
2025
Q2 | $890K | Sell |
|
|||||
|
2025
Q1 | $990K | Sell |
|
|||||
|
2024
Q4 | $1.16M | Sell |
|
|||||
|
2024
Q3 | $1.17M | Sell |
|
|||||
|
2024
Q2 | $1.4M | Sell |
|
|||||
|
2024
Q1 | $1.7M | Buy |
|
|||||
|
2023
Q4 | $1.51M | Sell |
|
|||||
|
2023
Q3 | $1.38M | Buy |
|
|||||
|
2023
Q2 | $1.43M | Sell |
|
|||||
|
2023
Q1 | $1.38M | Sell |
|
|||||
|
2022
Q4 | $1.35M | Sell |
|
|||||
|
2022
Q3 | $1.61M | Buy |
|
|||||
|
2022
Q2 | $1.64M | Hold |
|
|||||
|
2022
Q1 | $1.95M | Sell |
|
|||||
|
2021
Q4 | $3.93M | Buy |
|
|||||
|
2021
Q3 | $352K | Hold |
|
|||||
|
2021
Q2 | $359K | Sell |
|
|||||
|
2021
Q1 | $349K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $367K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $68K | Sell |
|
|||||
|
2017
Q4 | $590K | Sell |
|
|||||
|
2017
Q3 | $561K | Buy |
|
|||||
|
2017
Q2 | $478K | Sell |
|
|||||
|
2017
Q1 | $473K | Sell |
|
|||||
|
2016
Q4 | $480K | Buy |
|