BSW Wealth Partners’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 | $662K | Hold |
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|
2025
Q2 | $629K | Sell |
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|
2025
Q1 | $596K | Hold |
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|
2024
Q4 | $637K | Hold |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $524K | Hold |
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|
2024
Q1 | $545K | Buy |
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|
2023
Q4 | $337K | Hold |
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|
2023
Q3 | $304K | Hold |
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|
2023
Q2 | $318K | Hold |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $317K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $413K | Buy |
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