Beacon Bridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
2,407
+103
| +4% | +$58.3K | 0.54% | 41 |
|
|
2025
Q1 | $1.23M | Buy |
2,304
+3
| +0.1% | +$1.6K | 0.52% | 45 |
|
|
2024
Q4 | $1.31M | Sell |
2,301
-34
| -1% | -$19.4K | 0.56% | 44 |
|
|
2024
Q3 | $1.33M | Sell |
2,335
-1,308
| -36% | -$745K | 0.57% | 42 |
|
|
2024
Q2 | $1.95M | Buy |
3,643
+281
| +8% | +$150K | 0.89% | 32 |
|
|
2024
Q1 | $1.87M | Buy |
3,362
+212
| +7% | +$118K | 0.88% | 33 |
|
|
2023
Q4 | $1.6M | Buy |
3,150
+1,060
| +51% | +$538K | 0.8% | 33 |
|
|
2023
Q3 | $954K | Buy |
2,090
+149
| +8% | +$68K | 0.5% | 41 |
|
|
2023
Q2 | $930K | Sell |
1,941
-508
| -21% | -$243K | 0.48% | 34 |
|
|
2023
Q1 | $1.12M | Sell |
2,449
-609
| -20% | -$279K | 0.67% | 28 |
|
|
2022
Q4 | $1.35M | Buy |
+3,058
| New | +$1.35M | 0.98% | 21 |
|