Bar Harbor 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
Q3 | $300K | Hold |
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|
2025
Q2 | $286K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $287K | Sell |
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|
2024
Q3 | $390K | Hold |
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|
2024
Q2 | $367K | Hold |
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|
2024
Q1 | $381K | Hold |
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|
2023
Q4 | $348K | Sell |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $453K | Hold |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $395K | Hold |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $549K | Hold |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $567K | Hold |
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|
2020
Q3 | $457K | Hold |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $385K | Hold |
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|
2019
Q4 | $550K | Hold |
|
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|
2019
Q3 | $516K | Hold |
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|
2019
Q2 | $519K | Hold |
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|
2019
Q1 | $506K | Hold |
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|
2018
Q4 | $443K | Hold |
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|
2018
Q3 | $538K | Hold |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $504K | Hold |
|
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|
2017
Q4 | $509K | Hold |
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|
2017
Q3 | $481K | Hold |
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|
2017
Q2 | $468K | Sell |
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|
2017
Q1 | $476K | Hold |
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|
2016
Q4 | $460K | Hold |
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|
2016
Q3 | $430K | Buy |
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|
2016
Q2 | $384K | Sell |
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|
2016
Q1 | $401K | Hold |
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|
2015
Q4 | $387K | Buy |
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