Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $321K | Hold |
|
|||||
|
2024
Q1 | $321K | Sell |
|
|||||
|
2023
Q4 | $308K | Hold |
|
|||||
|
2023
Q3 | $277K | Hold |
|
|||||
|
2023
Q2 | $290K | Buy |
|
|||||
|
2023
Q1 | $224K | Hold |
|
|||||
|
2022
Q4 | $239K | Sell |
|
|||||
|
2022
Q3 | $211K | Sell |
|
|||||
|
2022
Q2 | $221K | Sell |
|
|||||
|
2022
Q1 | $469K | Hold |
|
|||||
|
2021
Q4 | $495K | Hold |
|
|||||
|
2021
Q3 | $460K | Buy |
|
|||||
|
2021
Q2 | $465K | Sell |
|
|||||
|
2021
Q1 | $502K | Hold |
|
|||||
|
2020
Q4 | $443K | Sell |
|
|||||
|
2020
Q3 | $363K | Buy |
|
|||||
|
2020
Q2 | $299K | Sell |
|
|||||
|
2020
Q1 | $277K | Sell |
|
|||||
|
2019
Q4 | $429K | Sell |
|
|||||
|
2019
Q3 | $406K | Hold |
|
|||||
|
2019
Q2 | $409K | Sell |
|
|||||
|
2019
Q1 | $419K | Sell |
|
|||||
|
2018
Q4 | $380K | Hold |
|
|||||
|
2018
Q3 | $461K | Hold |
|
|||||
|
2018
Q2 | $445K | Hold |
|
|||||
|
2018
Q1 | $429K | Sell |
|
|||||
|
2017
Q4 | $440K | Hold |
|
|||||
|
2017
Q3 | $415K | Sell |
|
|||||
|
2017
Q2 | $418K | Buy |
|
|||||
|
2017
Q1 | $381K | Hold |
|
|||||
|
2016
Q4 | $368K | Sell |
|
|||||
|
2016
Q3 | $348K | Sell |
|
|||||
|
2016
Q2 | $336K | Sell |
|
|||||
|
2016
Q1 | $327K | Sell |
|
|||||
|
2015
Q4 | $461K | Buy |
|
|||||
|
2015
Q3 | $446K | Sell |
|
|||||
|
2015
Q2 | $494K | Sell |
|
|||||
|
2015
Q1 | $505K | Buy |
|
|||||
|
2014
Q4 | $452K | Buy |
|