Bogart Wealth LLC’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 | $374K | Hold |
660
| – | – | 0.02% | 182 |
|
|
2025
Q1 | $352K | Sell |
660
-249
| -27% | -$133K | 0.02% | 179 |
|
|
2024
Q4 | $518K | Buy |
909
+36
| +4% | +$20.5K | 0.02% | 152 |
|
|
2024
Q3 | $497K | Hold |
873
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $467K | Hold |
873
| – | – | 0.02% | 153 |
|
|
2024
Q1 | $486K | Hold |
873
| – | – | 0.03% | 144 |
|
|
2023
Q4 | $443K | Hold |
873
| – | – | 0.03% | 151 |
|
|
2023
Q3 | $399K | Hold |
873
| – | – | 0.02% | 150 |
|
|
2023
Q2 | $418K | Hold |
873
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $400K | Hold |
873
| – | – | 0.03% | 142 |
|
|
2022
Q4 | $387K | Hold |
873
| – | – | 0.03% | 146 |
|
|
2022
Q3 | $351K | Buy |
+873
| New | +$351K | 0.03% | 140 |
|