Beaird Harris Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-125
| Closed | -$66.9K | – | 657 |
|
|
2024
Q2 | $66.9K | Buy |
+125
| New | +$66.9K | 0.01% | 192 |
|
|
2023
Q3 | – | Sell |
-46
| Closed | -$22K | – | 476 |
|
|
2023
Q2 | $22K | Hold |
46
| – | – | ﹤0.01% | 221 |
|
|
2023
Q1 | $21.1K | Hold |
46
| – | – | ﹤0.01% | 224 |
|
|
2022
Q4 | $20.4K | Hold |
46
| – | – | ﹤0.01% | 253 |
|
|
2022
Q3 | $18K | Hold |
46
| – | – | ﹤0.01% | 234 |
|
|
2022
Q2 | $19K | Buy |
+46
| New | +$19K | 0.01% | 212 |
|