Beirne Wealth Consulting Services’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 | $558K | Buy |
980
+178
| +22% | +$101K | 0.18% | 60 |
|
|
2025
Q1 | $430K | Sell |
802
-27
| -3% | -$14.5K | 0.15% | 64 |
|
|
2024
Q4 | $474K | Buy |
829
+33
| +4% | +$18.9K | 0.17% | 62 |
|
|
2024
Q3 | $455K | Buy |
796
+24
| +3% | +$13.7K | 0.16% | 63 |
|
|
2024
Q2 | $415K | Buy |
772
+17
| +2% | +$9.14K | 0.17% | 65 |
|
|
2024
Q1 | $422K | Buy |
755
+6
| +0.8% | +$3.35K | 0.18% | 65 |
|
|
2023
Q4 | $382K | Buy |
749
+266
| +55% | +$136K | 0.19% | 89 |
|
|
2023
Q3 | $232K | Hold |
483
| – | – | 0.19% | 79 |
|
|
2023
Q2 | $232K | Buy |
+483
| New | +$232K | 0.19% | 79 |
|
|
2023
Q1 | – | Sell |
-511,942
| Closed | -$7.67M | – | 105 |
|
|
2022
Q4 | $7.67M | Buy |
+511,942
| New | +$7.67M | 3.78% | 7 |
|