CBIZ Investment Advisory Services’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 | $28.5K | Hold |
50
| – | – | ﹤0.01% | 202 |
|
|
2025
Q1 | $26.7K | Hold |
50
| – | – | ﹤0.01% | 186 |
|
|
2024
Q4 | $28.5K | Buy |
50
+1
| +2% | +$569 | ﹤0.01% | 168 |
|
|
2024
Q3 | $28.4K | Hold |
49
| – | – | ﹤0.01% | 146 |
|
|
2024
Q2 | $26.6K | Hold |
49
| – | – | ﹤0.01% | 134 |
|
|
2024
Q1 | $27.5K | Buy |
+49
| New | +$27.5K | ﹤0.01% | 133 |
|
|
2020
Q3 | – | Hold |
0
| – | -$5K | – | 118 |
|
|
2020
Q2 | – | Hold |
0
| – | -$4K | – | 106 |
|
|
2020
Q1 | – | Hold |
0
| – | -$6K | – | 190 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 126 |
|