Beaumont Financial Advisors’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 | $1.37M | Sell |
2,417
-80
| -3% | -$45.3K | 0.1% | 122 |
|
|
2025
Q1 | $1.33M | Sell |
2,497
-20
| -0.8% | -$10.7K | 0.1% | 124 |
|
|
2024
Q4 | $1.43M | Sell |
2,517
-27
| -1% | -$15.4K | 0.11% | 123 |
|
|
2024
Q3 | $1.45M | Buy |
2,544
+2
| +0.1% | +$1.14K | 0.11% | 111 |
|
|
2024
Q2 | $1.36M | Sell |
2,542
-21
| -0.8% | -$11.2K | 0.11% | 123 |
|
|
2024
Q1 | $1.43M | Sell |
2,563
-97
| -4% | -$54K | 0.12% | 117 |
|
|
2023
Q4 | $1.35M | Sell |
2,660
-20
| -0.7% | -$10.1K | 0.12% | 120 |
|
|
2023
Q3 | $1.22M | Buy |
2,680
+52
| +2% | +$23.7K | 0.12% | 112 |
|
|
2023
Q2 | $1.26M | Hold |
2,628
| – | – | 0.12% | 115 |
|
|
2023
Q1 | $1.2M | Hold |
2,628
| – | – | 0.12% | 104 |
|
|
2022
Q4 | $1.16M | Sell |
2,628
-26
| -1% | -$11.5K | 0.12% | 108 |
|
|
2022
Q3 | $1.07M | Sell |
2,654
-268
| -9% | -$108K | 0.1% | 111 |
|
|
2022
Q2 | $1.21M | Buy |
2,922
+100
| +4% | +$41.3K | 0.11% | 111 |
|
|
2022
Q1 | $1.38M | Buy |
2,822
+150
| +6% | +$73.6K | 0.11% | 132 |
|
|
2021
Q4 | $1.38M | Buy |
2,672
+101
| +4% | +$52.3K | 0.1% | 122 |
|
|
2021
Q3 | $1.24M | Hold |
2,571
| – | – | 0.1% | 125 |
|
|
2021
Q2 | $1.26M | Sell |
2,571
-140
| -5% | -$68.7K | 0.1% | 122 |
|
|
2021
Q1 | $1.29M | Sell |
2,711
-40
| -1% | -$19K | 0.11% | 120 |
|
|
2020
Q4 | $1.16M | Sell |
2,751
-4,119
| -60% | -$1.73M | 0.1% | 127 |
|
|
2020
Q3 | $2.33M | Buy |
6,870
+354
| +5% | +$120K | 0.22% | 89 |
|
|
2020
Q2 | $2.11M | Sell |
6,516
-1,908
| -23% | -$619K | 0.22% | 84 |
|
|
2020
Q1 | $2.22M | Buy |
8,424
+3,312
| +65% | +$871K | 0.28% | 64 |
|
|
2019
Q4 | $1.92M | Buy |
5,112
+499
| +11% | +$187K | 0.19% | 94 |
|
|
2019
Q3 | $1.63M | Buy |
4,613
+74
| +2% | +$26.1K | 0.16% | 99 |
|
|
2019
Q2 | $1.61M | Buy |
4,539
+658
| +17% | +$233K | 0.17% | 97 |
|
|
2019
Q1 | $1.34M | Sell |
3,881
-153
| -4% | -$52.8K | 0.14% | 98 |
|
|
2018
Q4 | $1.22M | Buy |
+4,034
| New | +$1.22M | 0.2% | 77 |
|