Carlton Hofferkamp & Jenks Wealth Management’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
Q2 | $4.63M | Buy |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $4.52M | Buy |
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|
2024
Q3 | $4.29M | Sell |
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|
2024
Q2 | $4.24M | Buy |
|
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|
2024
Q1 | $3.83M | Buy |
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|
2023
Q4 | $3.56M | Buy |
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|
2023
Q3 | $2.82M | Buy |
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|
2023
Q2 | $3.03M | Buy |
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|
2023
Q1 | $2.75M | Sell |
|
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|
2022
Q4 | $3.07M | Sell |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.18M | Sell |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $3.57M | Sell |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $3.35M | Buy |
|
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.29M | Sell |
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|
2020
Q1 | $2.09M | Buy |
|
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|
2019
Q4 | $2.5M | Sell |
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|
2019
Q3 | $2.95M | Buy |
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|
2019
Q2 | $3.02M | Buy |
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|
2019
Q1 | $2.91M | Buy |
|
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|
2018
Q4 | $1.75M | Sell |
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|
2018
Q3 | $2.13M | Buy |
|
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|
2018
Q2 | $2.05M | Buy |
|
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|
2018
Q1 | $1.88M | Buy |
|
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|
2017
Q4 | $1.91M | Buy |
|
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|
2017
Q3 | $1.78M | Buy |
|
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|
2017
Q2 | $1.64M | Buy |
|
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.19M | Buy |
|
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|
2016
Q3 | $957K | Buy |
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|
2016
Q2 | $481K | Buy |
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|
2016
Q1 | $393K | Buy |
|