Baker Tilly Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-508
| Closed | -$258K | – | 448 |
|
|
2023
Q4 | $258K | Sell |
508
-38
| -7% | -$19.3K | 0.04% | 410 |
|
|
2023
Q3 | $249K | Sell |
546
-937
| -63% | -$428K | 0.04% | 397 |
|
|
2023
Q2 | $710K | Sell |
1,483
-8
| -0.5% | -$3.83K | 0.07% | 265 |
|
|
2023
Q1 | $683K | Buy |
1,491
+810
| +119% | +$371K | 0.08% | 267 |
|
|
2022
Q4 | $302K | Sell |
681
-6,811
| -91% | -$3.02M | 0.04% | 434 |
|
|
2022
Q3 | $3.01M | Buy |
+7,492
| New | +$3.01M | 0.41% | 55 |
|