BAM
Baldrige Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $302K | Hold |
658
| – | – | 0.12% | 92 |
|
|
2022
Q4 | $291K | Hold |
658
| – | – | 0.13% | 89 |
|
|
2022
Q3 | $264K | Hold |
658
| – | – | 0.13% | 93 |
|
|
2022
Q2 | $272K | Hold |
658
| – | – | 0.12% | 94 |
|
|
2022
Q1 | $323K | Sell |
658
-42
| -6% | -$20.6K | 0.13% | 90 |
|
|
2021
Q4 | $362K | Hold |
700
| – | – | 0.14% | 81 |
|
|
2021
Q3 | $337K | Hold |
700
| – | – | 0.14% | 81 |
|
|
2021
Q2 | $344K | Hold |
700
| – | – | 0.15% | 80 |
|
|
2021
Q1 | $333K | Hold |
700
| – | – | 0.18% | 70 |
|
|
2020
Q4 | $294K | Hold |
700
| – | – | 0.17% | 72 |
|
|
2020
Q3 | $237K | Hold |
700
| – | – | 0.16% | 73 |
|
|
2020
Q2 | $227K | Buy |
+700
| New | +$227K | 0.17% | 73 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$263K | – | 79 |
|
|
2019
Q4 | $263K | Hold |
700
| – | – | 0.22% | 68 |
|
|
2019
Q3 | $247K | Hold |
700
| – | – | 0.22% | 63 |
|
|
2019
Q2 | $248K | Buy |
+700
| New | +$248K | 0.23% | 63 |
|