CAAS
Capital Asset Advisory Services’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
426
| – | – | 0.01% | 242 |
|
|
2025
Q1 | $232K | Hold |
426
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $245K | Hold |
426
| – | – | 0.01% | 277 |
|
|
2024
Q3 | $241K | Buy |
+426
| New | +$241K | 0.01% | 287 |
|
|
2021
Q4 | – | Sell |
-470
| Closed | -$227K | – | 664 |
|
|
2021
Q3 | $227K | Buy |
470
+21
| +5% | +$10.1K | 0.03% | 393 |
|
|
2021
Q2 | $220K | Sell |
449
-23
| -5% | -$11.3K | 0.02% | 411 |
|
|
2021
Q1 | $225K | Hold |
472
| – | – | 0.03% | 397 |
|
|
2020
Q4 | $199K | Buy |
+472
| New | +$199K | 0.04% | 341 |
|
|
2020
Q1 | – | Sell |
-597
| Closed | -$226K | – | 580 |
|
|
2019
Q4 | $226K | Buy |
+597
| New | +$226K | 0.05% | 322 |
|