Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.9M | Sell |
33,401
-854
| -2% | -$457K | 0.19% | 69 |
|
|
2024
Q1 | $19.1M | Sell |
34,255
-993
| -3% | -$553K | 0.2% | 66 |
|
|
2023
Q4 | $17.9M | Buy |
35,248
+296
| +0.8% | +$150K | 0.21% | 65 |
|
|
2023
Q3 | $16M | Sell |
34,952
-85
| -0.2% | -$38.8K | 0.23% | 53 |
|
|
2023
Q2 | $16.8M | Sell |
35,037
-1,841
| -5% | -$882K | 0.24% | 53 |
|
|
2023
Q1 | $16.3M | Hold |
36,878
| – | – | 0.3% | 45 |
|
|
2022
Q4 | $16.3M | Sell |
36,878
-1,003
| -3% | -$444K | 0.3% | 45 |
|
|
2022
Q3 | $15.2M | Buy |
37,881
+1,059
| +3% | +$425K | 0.31% | 46 |
|
|
2022
Q2 | $15.2M | Buy |
36,822
+5,594
| +18% | +$2.31M | 0.3% | 45 |
|
|
2022
Q1 | $15.3M | Buy |
31,228
+1,203
| +4% | +$590K | 0.3% | 40 |
|
|
2021
Q4 | $15.5M | Sell |
30,025
-858
| -3% | -$444K | 0.3% | 41 |
|
|
2021
Q3 | $14.9M | Buy |
30,883
+397
| +1% | +$191K | 0.3% | 40 |
|
|
2021
Q2 | $15M | Sell |
30,486
-1,370
| -4% | -$673K | 0.36% | 37 |
|
|
2021
Q1 | $15.2M | Sell |
31,856
-191
| -0.6% | -$90.9K | 0.75% | 28 |
|
|
2020
Q4 | $13.5M | Buy |
32,047
+29,960
| +1,436% | +$12.6M | 0.71% | 30 |
|
|
2020
Q3 | $707K | Hold |
2,087
| – | – | 0.05% | 214 |
|
|
2020
Q2 | $677K | Sell |
2,087
-350
| -14% | -$114K | 0.06% | 187 |
|
|
2020
Q1 | $641K | Buy |
2,437
+233
| +11% | +$61.3K | 0.06% | 227 |
|
|
2019
Q4 | $827K | Buy |
2,204
+250
| +13% | +$93.8K | 0.08% | 182 |
|
|
2019
Q3 | $689K | Sell |
1,954
-50
| -2% | -$17.6K | 0.07% | 186 |
|
|
2019
Q2 | $711K | Buy |
2,004
+254
| +15% | +$90.1K | 0.08% | 195 |
|
|
2019
Q1 | $604K | Hold |
1,750
| – | – | 0.08% | 190 |
|
|
2018
Q4 | $530K | Buy |
1,750
+67
| +4% | +$20.3K | 0.08% | 177 |
|
|
2018
Q3 | $618K | Sell |
1,683
-14
| -0.8% | -$5.14K | 0.09% | 166 |
|
|
2018
Q2 | $602K | Buy |
1,697
+99
| +6% | +$35.1K | 0.1% | 163 |
|
|
2018
Q1 | $546K | Sell |
1,598
-94
| -6% | -$32.1K | 0.11% | 162 |
|
|
2017
Q4 | $584K | Sell |
1,692
-33
| -2% | -$11.4K | 0.12% | 150 |
|
|
2017
Q3 | $563K | Buy |
1,725
+319
| +23% | +$104K | 0.13% | 141 |
|
|
2017
Q2 | $447K | Hold |
1,406
| – | – | 0.11% | 169 |
|
|
2017
Q1 | $439K | Hold |
1,406
| – | – | 0.13% | 153 |
|
|
2016
Q4 | $424K | Buy |
+1,406
| New | +$424K | 0.14% | 132 |
|
|
2016
Q1 | – | Sell |
-1,209
| Closed | -$307K | – | 246 |
|
|
2015
Q4 | $307K | Sell |
1,209
-950
| -44% | -$241K | 0.1% | 134 |
|
|
2015
Q3 | $537K | Sell |
2,159
-97
| -4% | -$24.1K | 0.19% | 94 |
|
|
2015
Q2 | $616K | Buy |
2,256
+69
| +3% | +$18.8K | 0.2% | 94 |
|
|
2015
Q1 | $606K | Hold |
2,187
| – | – | 0.23% | 82 |
|
|
2014
Q4 | $577K | Hold |
2,187
| – | – | 0.22% | 82 |
|
|
2014
Q3 | $545K | Hold |
2,187
| – | – | 0.22% | 73 |
|
|
2014
Q2 | $570K | Buy |
+2,187
| New | +$570K | 0.25% | 71 |
|