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Cassady Schiller Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Cassady Schiller Wealth Management’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$181K Sell
317
-244
-43% -$139K 0.07% 124
2024
Q3 		$320K Hold
561
– – 0.12% 88
2024
Q2 		$300K Hold
561
– – 0.12% 86
2024
Q1 		$312K Hold
561
– – 0.14% 86
2023
Q4 		$285K Hold
561
– – 0.14% 82
2023
Q3 		$256K Buy
+561
New +$256K 0.14% 82