Cascade Financial Partners’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 | $715K | Sell |
1,263
-177
| -12% | -$100K | 0.09% | 137 |
|
|
2025
Q1 | $768K | Sell |
1,440
-85
| -6% | -$45.3K | 0.1% | 124 |
|
|
2024
Q4 | $869K | Hold |
1,525
| – | – | 0.11% | 106 |
|
|
2024
Q3 | $875K | Sell |
1,525
-30
| -2% | -$17.2K | 0.11% | 104 |
|
|
2024
Q2 | $832K | Sell |
1,555
-43
| -3% | -$23K | 0.11% | 110 |
|
|
2024
Q1 | $847K | Buy |
+1,598
| New | +$847K | 0.12% | 105 |
|