BSW Wealth Partners’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 | $629K | Sell |
1,111
-7
| -0.6% | -$3.97K | 0.09% | 131 |
|
|
2025
Q1 | $596K | Hold |
1,118
| – | – | 0.09% | 134 |
|
|
2024
Q4 | $637K | Hold |
1,118
| – | – | 0.09% | 127 |
|
|
2024
Q3 | $637K | Buy |
1,118
+139
| +14% | +$79.2K | 0.1% | 120 |
|
|
2024
Q2 | $524K | Hold |
979
| – | – | 0.09% | 129 |
|
|
2024
Q1 | $545K | Buy |
979
+314
| +47% | +$175K | 0.09% | 127 |
|
|
2023
Q4 | $337K | Hold |
665
| – | – | 0.07% | 180 |
|
|
2023
Q3 | $304K | Hold |
665
| – | – | 0.07% | 173 |
|
|
2023
Q2 | $318K | Hold |
665
| – | – | 0.07% | 175 |
|
|
2023
Q1 | $305K | Sell |
665
-22
| -3% | -$10.1K | 0.06% | 213 |
|
|
2022
Q4 | $304K | Sell |
687
-69
| -9% | -$30.5K | 0.07% | 212 |
|
|
2022
Q3 | $304K | Hold |
756
| – | – | 0.07% | 180 |
|
|
2022
Q2 | $313K | Hold |
756
| – | – | 0.08% | 181 |
|
|
2022
Q1 | $371K | Hold |
756
| – | – | 0.09% | 168 |
|
|
2021
Q4 | $391K | Hold |
756
| – | – | 0.1% | 156 |
|
|
2021
Q3 | $364K | Hold |
756
| – | – | 0.1% | 143 |
|
|
2021
Q2 | $371K | Hold |
756
| – | – | 0.1% | 140 |
|
|
2021
Q1 | $360K | Hold |
756
| – | – | 0.1% | 118 |
|
|
2020
Q4 | $317K | Buy |
+756
| New | +$317K | 0.1% | 120 |
|
|
2017
Q1 | – | Sell |
-1,369
| Closed | -$413K | – | 74 |
|
|
2016
Q4 | $413K | Buy |
+1,369
| New | +$413K | 0.22% | 44 |
|