Bordeaux Wealth Advisors’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
Q2 | $9.35M | Sell |
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|
2025
Q1 | $9.23M | Hold |
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|
2024
Q4 | $9.85M | Sell |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $10.3M | Hold |
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|
2024
Q1 | $10.7M | Hold |
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|
2023
Q4 | $9.73M | Sell |
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|
2023
Q3 | $8.9M | Hold |
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|
2023
Q2 | $9.33M | Sell |
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|
2023
Q1 | $9.7M | Hold |
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|
2022
Q4 | $9.37M | Hold |
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|
2022
Q3 | $8.5M | Hold |
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|
2022
Q2 | $8.75M | Hold |
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|
2022
Q1 | $10.4M | Hold |
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|
2021
Q4 | $11M | Sell |
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|
2021
Q3 | $10.7M | Sell |
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|
2021
Q2 | $11.3M | Hold |
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|
2021
Q1 | $11M | Sell |
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|
2020
Q4 | $9.87M | Buy |
|