Burkett Financial Services’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 | $14.4K | Hold |
25
| – | – | 0.01% | 138 |
|
|
2025
Q1 | $13.5K | Hold |
25
| – | – | 0.01% | 153 |
|
|
2024
Q4 | $14.4K | Hold |
25
| – | – | 0.01% | 132 |
|
|
2024
Q3 | $14.4K | Sell |
25
-1
| -4% | -$575 | 0.01% | 123 |
|
|
2024
Q2 | $14K | Hold |
26
| – | – | 0.01% | 125 |
|
|
2024
Q1 | $14.5K | Sell |
26
-16
| -38% | -$8.93K | 0.01% | 129 |
|
|
2023
Q4 | $21.3K | Buy |
+42
| New | +$21.3K | 0.01% | 113 |
|