Carson Wealth (CWM LLC)’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
35,261
+3,135
| +10% | +$272K | 0.01% | 773 |
|
|
2025
Q1 | $2.55M | Buy |
32,126
+3,200
| +11% | +$254K | 0.01% | 752 |
|
|
2024
Q4 | $2.51M | Sell |
28,926
-1,304
| -4% | -$113K | 0.01% | 699 |
|
|
2024
Q3 | $2.65M | Buy |
30,230
+12,409
| +70% | +$1.09M | 0.01% | 612 |
|
|
2024
Q2 | $1.5M | Sell |
17,821
-2,167
| -11% | -$182K | 0.01% | 723 |
|
|
2024
Q1 | $1.75M | Sell |
19,988
-5,682
| -22% | -$496K | 0.01% | 661 |
|
|
2023
Q4 | $1.94M | Buy |
25,670
+25,043
| +3,994% | +$1.89M | 0.01% | 579 |
|
|
2023
Q3 | $43K | Sell |
627
-10
| -2% | -$686 | ﹤0.01% | 2157 |
|
|
2023
Q2 | $46K | Buy |
637
+62
| +11% | +$4.48K | ﹤0.01% | 2055 |
|
|
2023
Q1 | $39K | Buy |
575
+92
| +19% | +$6.24K | ﹤0.01% | 2045 |
|
|
2022
Q4 | $32K | Sell |
483
-55
| -10% | -$3.64K | ﹤0.01% | 2039 |
|
|
2022
Q3 | $32K | Sell |
538
-267
| -33% | -$15.9K | ﹤0.01% | 1913 |
|
|
2022
Q2 | $49K | Sell |
805
-51
| -6% | -$3.1K | ﹤0.01% | 1641 |
|
|
2022
Q1 | $64K | Sell |
856
-1,017
| -54% | -$76K | ﹤0.01% | 1499 |
|
|
2021
Q4 | $153K | Buy |
+1,873
| New | +$153K | ﹤0.01% | 1132 |
|
|
2021
Q2 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2021
Q1 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q4 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q3 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q2 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2020
Q1 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q4 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q3 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q2 | $43K | Hold |
555
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q1 | $43K | Buy |
555
+313
| +129% | +$24.3K | ﹤0.01% | 1453 |
|
|
2018
Q4 | $11K | Buy |
242
+221
| +1,052% | +$10K | ﹤0.01% | 1302 |
|
|
2018
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1698 |
|
|
2018
Q1 | – | Sell |
-543
| Closed | -$28K | – | 1488 |
|
|
2017
Q4 | $28K | Sell |
543
-96
| -15% | -$4.95K | ﹤0.01% | 638 |
|
|
2017
Q3 | $31K | Buy |
639
+96
| +18% | +$4.66K | ﹤0.01% | 615 |
|
|
2017
Q2 | $26K | Hold |
543
| – | – | ﹤0.01% | 588 |
|
|
2017
Q1 | $25K | Hold |
543
| – | – | ﹤0.01% | 564 |
|
|
2016
Q4 | $24K | Hold |
543
| – | – | ﹤0.01% | 550 |
|
|
2016
Q3 | $23K | Buy |
+543
| New | +$23K | ﹤0.01% | 535 |
|