Brown Miller Wealth 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
Q1 | – | Sell |
-422
| Closed | -$240K | – | 182 |
|
|
2024
Q4 | $240K | Hold |
422
| – | – | 0.09% | 112 |
|
|
2024
Q3 | $240K | Hold |
422
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $226K | Hold |
422
| – | – | 0.09% | 118 |
|
|
2024
Q1 | $235K | Hold |
422
| – | – | 0.1% | 114 |
|
|
2023
Q4 | $214K | Buy |
+422
| New | +$214K | 0.11% | 118 |
|
|
2023
Q3 | – | Sell |
-422
| Closed | -$202K | – | 123 |
|
|
2023
Q2 | $202K | Buy |
+422
| New | +$202K | 0.11% | 120 |
|
|
2022
Q2 | – | Sell |
-422
| Closed | -$207K | – | 121 |
|
|
2022
Q1 | $207K | Hold |
422
| – | – | 0.12% | 114 |
|
|
2021
Q4 | $218K | Hold |
422
| – | – | 0.12% | 112 |
|
|
2021
Q3 | $202K | Hold |
422
| – | – | 0.13% | 117 |
|
|
2021
Q2 | $207K | Hold |
422
| – | – | 0.13% | 114 |
|
|
2021
Q1 | $201K | Buy |
+422
| New | +$201K | 0.14% | 113 |
|