BWP
Balboa Wealth Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
9,159
+47
| +0.5% | +$26.6K | 1.04% | 19 |
|
|
2025
Q1 | $4.86M | Hold |
9,112
| – | – | 1.17% | 17 |
|
|
2024
Q4 | $5.19M | Hold |
9,112
| – | – | 1.18% | 13 |
|
|
2024
Q3 | $5.19M | Sell |
9,112
-2,033
| -18% | -$1.16M | 1.29% | 13 |
|
|
2024
Q2 | $5.96M | Buy |
11,145
+2,034
| +22% | +$1.09M | 1.57% | 10 |
|
|
2024
Q1 | $5.07M | Sell |
9,111
-10
| -0.1% | -$5.56K | 1.49% | 10 |
|
|
2023
Q4 | $4.63M | Sell |
9,121
-354
| -4% | -$180K | 1.54% | 11 |
|
|
2023
Q3 | $4.33M | Buy |
9,475
+72
| +0.8% | +$32.9K | 1.62% | 10 |
|
|
2023
Q2 | $4.5M | Sell |
9,403
-1,758
| -16% | -$842K | 1.57% | 9 |
|
|
2023
Q1 | $5.12M | Buy |
11,161
+1,954
| +21% | +$896K | 1.93% | 9 |
|
|
2022
Q4 | $4.08M | Sell |
9,207
-364
| -4% | -$161K | 1.84% | 9 |
|
|
2022
Q3 | $3.84M | Buy |
+9,571
| New | +$3.84M | 1.69% | 10 |
|