Avior Wealth Management’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
Q2 | $254K | Hold |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2023
Q4 | $182K | Hold |
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|
2023
Q3 | $164K | Sell |
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|
2023
Q2 | $175K | Buy |
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|
2023
Q1 | $134K | Sell |
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|
2022
Q4 | $142K | Sell |
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|
2022
Q3 | $132K | Sell |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $159K | Sell |
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|
2021
Q2 | $163K | Sell |
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|
2021
Q1 | $176K | Sell |
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|
2020
Q4 | $171K | Sell |
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|
2020
Q3 | $146K | Sell |
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|
2020
Q2 | $140K | Hold |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $170K | Buy |
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|
2019
Q3 | $86K | Hold |
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|
2019
Q2 | $87K | Buy |
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|
2019
Q1 | $80K | Hold |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $83K | Hold |
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|
2018
Q1 | $80K | Hold |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $76K | Hold |
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|
2017
Q2 | $74K | Hold |
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|
2017
Q1 | $73K | Sell |
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|
2016
Q4 | $75K | Hold |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $68K | Hold |
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|
2016
Q1 | $65K | Buy |
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|
2015
Q4 | $6K | Hold |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $7K | Hold |
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|
2015
Q1 | $7K | Buy |
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