Bleakley Financial Group’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
Q1 | – | Sell |
-1,049
| Closed | -$598K | – | 790 |
|
|
2024
Q4 | $598K | Hold |
1,049
| – | – | 0.02% | 566 |
|
|
2024
Q3 | $598K | Sell |
1,049
-59
| -5% | -$33.6K | 0.02% | 545 |
|
|
2024
Q2 | $593K | Buy |
1,108
+44
| +4% | +$23.5K | 0.02% | 551 |
|
|
2024
Q1 | $592K | Sell |
1,064
-197
| -16% | -$110K | 0.02% | 563 |
|
|
2023
Q4 | $640K | Buy |
1,261
+204
| +19% | +$104K | 0.02% | 518 |
|
|
2023
Q3 | $483K | Sell |
1,057
-705
| -40% | -$322K | 0.02% | 547 |
|
|
2023
Q2 | $844K | Sell |
1,762
-16
| -0.9% | -$7.66K | 0.03% | 445 |
|
|
2023
Q1 | $815K | Sell |
1,778
-34
| -2% | -$15.6K | 0.03% | 437 |
|
|
2022
Q4 | $802K | Buy |
+1,812
| New | +$802K | 0.03% | 424 |
|