Beaumont Financial Advisors’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Hold |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $213K | Sell |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $207K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $279K | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $316K | Buy |
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