Broadview Financial Management’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 | $585K | Sell |
1,033
-5
| -0.5% | -$2.83K | 0.4% | 33 |
|
|
2025
Q1 | $554K | Sell |
1,038
-33
| -3% | -$17.6K | 0.41% | 32 |
|
|
2024
Q4 | $610K | Sell |
1,071
-12
| -1% | -$6.84K | 0.44% | 31 |
|
|
2024
Q3 | $617K | Sell |
1,083
-16
| -1% | -$9.12K | 0.42% | 33 |
|
|
2024
Q2 | $588K | Sell |
1,099
-6
| -0.5% | -$3.21K | 0.43% | 32 |
|
|
2024
Q1 | $615K | Sell |
1,105
-39
| -3% | -$21.7K | 0.45% | 32 |
|
|
2023
Q4 | $580K | Sell |
1,144
-6
| -0.5% | -$3.04K | 0.45% | 32 |
|
|
2023
Q3 | $525K | Buy |
1,150
+4
| +0.3% | +$1.83K | 0.49% | 28 |
|
|
2023
Q2 | $549K | Buy |
1,146
+3
| +0.3% | +$1.44K | 0.47% | 29 |
|
|
2023
Q1 | $524K | Sell |
1,143
-117
| -9% | -$53.6K | 0.46% | 32 |
|
|
2022
Q4 | $558K | Buy |
1,260
+5
| +0.4% | +$2.21K | 0.5% | 32 |
|
|
2022
Q3 | $504K | Sell |
1,255
-117
| -9% | -$47K | 0.51% | 30 |
|
|
2022
Q2 | $567K | Buy |
1,372
+4
| +0.3% | +$1.65K | 0.53% | 30 |
|
|
2022
Q1 | $671K | Buy |
1,368
+4
| +0.3% | +$1.96K | 0.5% | 34 |
|
|
2021
Q4 | $706K | Buy |
1,364
+4
| +0.3% | +$2.07K | 0.5% | 33 |
|
|
2021
Q3 | $654K | Buy |
1,360
+3
| +0.2% | +$1.44K | 0.51% | 30 |
|
|
2021
Q2 | $666K | Buy |
1,357
+3
| +0.2% | +$1.47K | 0.5% | 30 |
|
|
2021
Q1 | $645K | Sell |
1,354
-44
| -3% | -$21K | 0.5% | 31 |
|
|
2020
Q4 | $587K | Sell |
1,398
-117
| -8% | -$49.1K | 0.45% | 34 |
|
|
2020
Q3 | $513K | Buy |
1,515
+36
| +2% | +$12.2K | 0.43% | 33 |
|
|
2020
Q2 | $480K | Sell |
1,479
-104
| -7% | -$33.8K | 0.38% | 36 |
|
|
2020
Q1 | $416K | Buy |
1,583
+13
| +0.8% | +$3.42K | 0.37% | 35 |
|
|
2019
Q4 | $589K | Buy |
1,570
+6
| +0.4% | +$2.25K | 0.41% | 36 |
|
|
2019
Q3 | $551K | Buy |
1,564
+341
| +28% | +$120K | 0.41% | 35 |
|
|
2019
Q2 | $434K | Buy |
1,223
+3
| +0.2% | +$1.07K | 0.33% | 36 |
|
|
2019
Q1 | $421K | Buy |
1,220
+4
| +0.3% | +$1.38K | 0.33% | 36 |
|
|
2018
Q4 | $368K | Buy |
1,216
+79
| +7% | +$23.9K | 0.33% | 39 |
|
|
2018
Q3 | $418K | Buy |
1,137
+3
| +0.3% | +$1.1K | 0.38% | 31 |
|
|
2018
Q2 | $403K | Sell |
1,134
-29
| -2% | -$10.3K | 0.39% | 31 |
|
|
2018
Q1 | $397K | Sell |
1,163
-24
| -2% | -$8.19K | 0.39% | 31 |
|
|
2017
Q4 | $410K | Buy |
+1,187
| New | +$410K | 0.4% | 29 |
|