CapWealth Advisors’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 | $256K | Sell |
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|
2025
Q2 | $267K | Hold |
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|
2025
Q1 | $251K | Hold |
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|
2024
Q4 | $268K | Hold |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $299K | Hold |
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|
2024
Q1 | $310K | Hold |
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|
2023
Q4 | $283K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $58K | Hold |
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|
2016
Q2 | $56K | Hold |
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|
2016
Q1 | $54K | Buy |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $31K | Hold |
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|
2015
Q2 | $34K | Hold |
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|
2015
Q1 | $35K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $31K | Hold |
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|
2014
Q2 | $33K | Hold |
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|
2014
Q1 | $31K | Hold |
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|
2013
Q4 | $31K | Hold |
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|
2013
Q3 | $28K | Hold |
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|
2013
Q2 | $26K | Buy |
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