Carolinas Wealth Consulting’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 | – | Sell |
-1,739
| Closed | -$928K | – | 570 |
|
|
2025
Q1 | $928K | Hold |
1,739
| – | – | 0.2% | 66 |
|
|
2024
Q4 | $994K | Buy |
1,739
+1
| +0.1% | +$571 | 0.2% | 65 |
|
|
2024
Q3 | $993K | Hold |
1,738
| – | – | 0.18% | 69 |
|
|
2024
Q2 | $930K | Buy |
1,738
+1
| +0.1% | +$535 | 0.18% | 69 |
|
|
2024
Q1 | $968K | Hold |
1,737
| – | – | 0.19% | 68 |
|
|
2023
Q4 | $884K | Hold |
1,737
| – | – | 0.19% | 65 |
|
|
2023
Q3 | $751K | Buy |
1,737
+1
| +0.1% | +$432 | 0.19% | 68 |
|
|
2023
Q2 | $831K | Buy |
1,736
+1
| +0.1% | +$479 | 0.16% | 79 |
|
|
2023
Q1 | $798K | Sell |
1,735
-10
| -0.6% | -$4.6K | 0.17% | 76 |
|
|
2022
Q4 | $776K | Hold |
1,745
| – | – | 0.18% | 72 |
|
|
2022
Q3 | $704K | Buy |
1,745
+1
| +0.1% | +$403 | 0.18% | 65 |
|
|
2022
Q2 | $724K | Hold |
1,744
| – | – | 0.18% | 66 |
|
|
2022
Q1 | $857K | Buy |
1,744
+1
| +0.1% | +$491 | 0.19% | 65 |
|
|
2021
Q4 | $905K | Sell |
1,743
-22
| -1% | -$11.4K | 0.2% | 59 |
|
|
2021
Q3 | $851K | Sell |
1,765
-18
| -1% | -$8.68K | 0.2% | 58 |
|
|
2021
Q2 | $878K | Buy |
1,783
+1
| +0.1% | +$492 | 0.19% | 58 |
|
|
2021
Q1 | $850K | Hold |
1,782
| – | – | 0.21% | 56 |
|
|
2020
Q4 | $751K | Buy |
1,782
+1,600
| +879% | +$674K | 0.2% | 57 |
|
|
2020
Q3 | $62K | Buy |
182
+1
| +0.6% | +$341 | 0.02% | 253 |
|
|
2020
Q2 | $59K | Buy |
+181
| New | +$59K | 0.02% | 186 |
|