Avantax Planning Partners’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 | $890K | Sell |
1,571
-284
| -15% | -$161K | 0.03% | 199 |
|
|
2025
Q1 | $990K | Sell |
1,855
-188
| -9% | -$100K | 0.04% | 186 |
|
|
2024
Q4 | $1.16M | Sell |
2,043
-9
| -0.4% | -$5.13K | 0.04% | 169 |
|
|
2024
Q3 | $1.17M | Sell |
2,052
-556
| -21% | -$317K | 0.04% | 171 |
|
|
2024
Q2 | $1.4M | Sell |
2,608
-456
| -15% | -$244K | 0.04% | 172 |
|
|
2024
Q1 | $1.7M | Buy |
3,064
+79
| +3% | +$44K | 0.06% | 160 |
|
|
2023
Q4 | $1.51M | Sell |
2,985
-34
| -1% | -$17.3K | 0.06% | 138 |
|
|
2023
Q3 | $1.38M | Buy |
3,019
+34
| +1% | +$15.5K | 0.06% | 137 |
|
|
2023
Q2 | $1.43M | Sell |
2,985
-23
| -0.8% | -$11K | 0.06% | 140 |
|
|
2023
Q1 | $1.38M | Sell |
3,008
-44
| -1% | -$20.2K | 0.06% | 137 |
|
|
2022
Q4 | $1.35M | Sell |
3,052
-951
| -24% | -$421K | 0.05% | 134 |
|
|
2022
Q3 | $1.61M | Buy |
4,003
+33
| +0.8% | +$13.3K | 0.07% | 110 |
|
|
2022
Q2 | $1.64M | Hold |
3,970
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $1.95M | Sell |
3,970
-3,627
| -48% | -$1.78M | 0.08% | 108 |
|
|
2021
Q4 | $3.93M | Buy |
7,597
+6,866
| +939% | +$3.55M | 0.16% | 58 |
|
|
2021
Q3 | $352K | Hold |
731
| – | – | 0.02% | 233 |
|
|
2021
Q2 | $359K | Sell |
731
-2
| -0.3% | -$982 | 0.02% | 234 |
|
|
2021
Q1 | $349K | Buy |
+733
| New | +$349K | 0.02% | 222 |
|
|
2018
Q4 | – | Sell |
-998
| Closed | -$367K | – | 830 |
|
|
2018
Q3 | $367K | Buy |
+998
| New | +$367K | 0.03% | 168 |
|
|
2018
Q2 | – | Sell |
-198
| Closed | -$68K | – | 954 |
|
|
2018
Q1 | $68K | Sell |
198
-1,510
| -88% | -$519K | 0.01% | 474 |
|
|
2017
Q4 | $590K | Sell |
1,708
-12
| -0.7% | -$4.15K | 0.05% | 150 |
|
|
2017
Q3 | $561K | Buy |
1,720
+216
| +14% | +$70.5K | 0.04% | 189 |
|
|
2017
Q2 | $478K | Sell |
1,504
-9
| -0.6% | -$2.86K | 0.04% | 197 |
|
|
2017
Q1 | $473K | Sell |
1,513
-78
| -5% | -$24.4K | 0.04% | 186 |
|
|
2016
Q4 | $480K | Buy |
+1,591
| New | +$480K | 0.05% | 167 |
|