Beacon Capital Management LLC (Tennessee)’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 | $60.5K | Sell |
107
-49
| -31% | -$27.7K | 0.01% | 308 |
|
|
2025
Q1 | $83.1K | Sell |
156
-25
| -14% | -$13.3K | 0.01% | 230 |
|
|
2024
Q4 | $103K | Hold |
181
| – | – | 0.01% | 191 |
|
|
2024
Q3 | $103K | Sell |
181
-11
| -6% | -$6.27K | 0.01% | 194 |
|
|
2024
Q2 | $103K | Sell |
192
-16
| -8% | -$8.56K | 0.02% | 167 |
|
|
2024
Q1 | $116K | Hold |
208
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $95K | Hold |
208
| – | – | 0.03% | 145 |
|
|
2023
Q3 | $99.6K | Hold |
208
| – | – | 0.03% | 148 |
|
|
2023
Q2 | $99.6K | Hold |
208
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $95.4K | Hold |
208
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $92.1K | Sell |
208
-2
| -1% | -$886 | 0.03% | 155 |
|
|
2022
Q3 | $87K | Hold |
210
| – | – | 0.03% | 154 |
|
|
2022
Q2 | $104K | Hold |
210
| – | – | 0.03% | 154 |
|
|
2022
Q1 | $104K | Buy |
+210
| New | +$104K | 0.02% | 153 |
|