Bellwether 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 | $23.2K | Hold |
41
| – | – | ﹤0.01% | 285 |
|
|
2025
Q1 | $21.9K | Hold |
41
| – | – | ﹤0.01% | 268 |
|
|
2024
Q4 | $23.4K | Buy |
+41
| New | +$23.4K | ﹤0.01% | 274 |
|
|
2023
Q2 | – | Sell |
-52
| Closed | -$23.8K | – | 311 |
|
|
2023
Q1 | $23.8K | Sell |
52
-10
| -16% | -$4.58K | 0.01% | 234 |
|
|
2022
Q4 | $27.5K | Sell |
62
-18
| -23% | -$7.97K | 0.01% | 225 |
|
|
2022
Q3 | $32K | Sell |
80
-63
| -44% | -$25.2K | 0.01% | 191 |
|
|
2022
Q2 | $59K | Hold |
143
| – | – | 0.02% | 161 |
|
|
2022
Q1 | $70K | Hold |
143
| – | – | 0.02% | 178 |
|
|
2021
Q4 | $74K | Hold |
143
| – | – | 0.02% | 169 |
|
|
2021
Q3 | $68K | Sell |
143
-23
| -14% | -$10.9K | 0.02% | 190 |
|
|
2021
Q2 | $81K | Hold |
166
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $79K | Hold |
166
| – | – | 0.03% | 145 |
|
|
2020
Q4 | $69K | Buy |
+166
| New | +$69K | 0.03% | 148 |
|