Capital Asset Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Hold |
|
|||||
|
2025
Q2 | $244K | Hold |
|
|||||
|
2025
Q1 | $232K | Hold |
|
|||||
|
2024
Q4 | $245K | Hold |
|
|||||
|
2024
Q3 | $241K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $227K | Buy |
|
|||||
|
2021
Q2 | $220K | Sell |
|
|||||
|
2021
Q1 | $225K | Hold |
|
|||||
|
2020
Q4 | $199K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $226K | Buy |
|