BigSur Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $861K | Hold |
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|
2025
Q2 | $818K | Hold |
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|
2025
Q1 | $770K | Hold |
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|
2024
Q4 | $823K | Hold |
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|
2024
Q3 | $823K | Hold |
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|
2024
Q2 | $773K | Hold |
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|
2024
Q1 | $803K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.85M | Sell |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $1.95M | Sell |
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|
2019
Q1 | $2.77M | Sell |
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|
2018
Q4 | $4.07M | Sell |
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|
2018
Q3 | $5.03M | Buy |
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|
2018
Q2 | $2.96M | Hold |
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|
2018
Q1 | $2.84M | Buy |
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|
2017
Q4 | $1.49M | Hold |
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|
2017
Q3 | $1.41M | Hold |
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|
2017
Q2 | $1.37M | Hold |
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|
2017
Q1 | $1.35M | Hold |
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|
2016
Q4 | $1.3M | Buy |
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