Bragg Financial 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
Q3 | $536K | Hold |
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|
2025
Q2 | $509K | Sell |
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|
2025
Q1 | $490K | Sell |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $527K | Buy |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $557K | Hold |
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|
2023
Q1 | $534K | Sell |
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|
2022
Q4 | $526K | Sell |
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|
2022
Q3 | $486K | Hold |
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|
2022
Q2 | $501K | Hold |
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|
2022
Q1 | $594K | Buy |
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|
2021
Q4 | $554K | Hold |
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|
2021
Q3 | $554K | Hold |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $308K | Sell |
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|
2020
Q4 | $289K | Sell |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $239K | Sell |
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|
2020
Q1 | $213K | Hold |
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|
2019
Q4 | $305K | Hold |
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|
2019
Q3 | $286K | Sell |
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|
2019
Q2 | $323K | Hold |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $280K | Hold |
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|
2018
Q3 | $340K | Hold |
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|
2018
Q2 | $328K | Buy |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $216K | Hold |
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|
2017
Q3 | $204K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $237K | Hold |
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|
2016
Q1 | $229K | Hold |
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|
2015
Q4 | $221K | Hold |
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|
2015
Q3 | $217K | Sell |
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|
2015
Q2 | $264K | Hold |
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|
2015
Q1 | $268K | Hold |
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|
2014
Q4 | $255K | Hold |
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|
2014
Q3 | $241K | Sell |
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|
2014
Q2 | $291K | Hold |
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|
2014
Q1 | $280K | Hold |
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|
2013
Q4 | $273K | Buy |
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|
2013
Q3 | $253K | Sell |
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|
2013
Q2 | $244K | Buy |
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