Capital Advisors Inc’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 | $387K | Hold |
683
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $364K | Sell |
683
-50
| -7% | -$26.7K | 0.01% | 224 |
|
|
2024
Q4 | $418K | Buy |
733
+263
| +56% | +$150K | 0.01% | 212 |
|
|
2024
Q3 | $268K | Hold |
470
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $251K | Hold |
470
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $262K | Buy |
+470
| New | +$262K | 0.01% | 258 |
|
|
2022
Q1 | – | Sell |
-1,301
| Closed | -$674K | – | 270 |
|
|
2021
Q4 | $674K | Buy |
+1,301
| New | +$674K | 0.02% | 150 |
|