Avidian Wealth Enterprises’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 | – | Sell |
-399
| Closed | -$213K | – | 568 |
|
|
2025
Q1 | $213K | Sell |
399
-107
| -21% | -$57K | 0.01% | 495 |
|
|
2024
Q4 | $288K | Buy |
506
+23
| +5% | +$13.1K | 0.01% | 404 |
|
|
2024
Q3 | $275K | Buy |
483
+1
| +0.2% | +$569 | 0.01% | 411 |
|
|
2024
Q2 | $258K | Buy |
+482
| New | +$258K | 0.01% | 413 |
|
|
2015
Q3 | – | Sell |
-50,397
| Closed | -$13.8M | – | 38 |
|
|
2015
Q2 | $13.8M | Buy |
+50,397
| New | +$13.8M | 5.74% | 7 |
|