Castle Rock Wealth Management’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 | $951K | Sell |
1,641
-644
| -28% | -$373K | 0.22% | 117 |
|
|
2025
Q1 | $1.22M | Sell |
2,285
-124
| -5% | -$66.4K | 0.33% | 83 |
|
|
2024
Q4 | $1.41M | Buy |
2,409
+174
| +8% | +$102K | 0.34% | 83 |
|
|
2024
Q3 | $1.26M | Buy |
2,235
+74
| +3% | +$41.9K | 0.3% | 95 |
|
|
2024
Q2 | $1.15M | Buy |
2,161
+79
| +4% | +$41.9K | 0.29% | 99 |
|
|
2024
Q1 | $1.09M | Buy |
2,082
+129
| +7% | +$67.5K | 0.3% | 104 |
|
|
2023
Q4 | $965K | Buy |
+1,953
| New | +$965K | 0.29% | 94 |
|