Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.9M | Sell |
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|
2024
Q1 | $19.1M | Sell |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $16M | Sell |
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|
2023
Q2 | $16.8M | Sell |
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|
2023
Q1 | $16.3M | Hold |
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|
2022
Q4 | $16.3M | Sell |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $15.2M | Buy |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $15.5M | Sell |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $15M | Sell |
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|
2021
Q1 | $15.2M | Sell |
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|
2020
Q4 | $13.5M | Buy |
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|
2020
Q3 | $707K | Hold |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $641K | Buy |
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|
2019
Q4 | $827K | Buy |
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|
2019
Q3 | $689K | Sell |
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|
2019
Q2 | $711K | Buy |
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|
2019
Q1 | $604K | Hold |
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|
2018
Q4 | $530K | Buy |
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|
2018
Q3 | $618K | Sell |
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|
2018
Q2 | $602K | Buy |
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|
2018
Q1 | $546K | Sell |
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|
2017
Q4 | $584K | Sell |
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|
2017
Q3 | $563K | Buy |
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|
2017
Q2 | $447K | Hold |
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|
2017
Q1 | $439K | Hold |
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|
2016
Q4 | $424K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $307K | Sell |
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|
2015
Q3 | $537K | Sell |
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|
2015
Q2 | $616K | Buy |
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|
2015
Q1 | $606K | Hold |
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|
2014
Q4 | $577K | Hold |
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|
2014
Q3 | $545K | Hold |
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|
2014
Q2 | $570K | Buy |
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