CCG Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $758K | Hold |
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|
2025
Q2 | $721K | Sell |
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|
2025
Q1 | $767K | Hold |
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|
2024
Q4 | $818K | Hold |
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|
2024
Q3 | $819K | Hold |
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|
2024
Q2 | $769K | Hold |
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|
2024
Q1 | $800K | Hold |
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|
2023
Q4 | $729K | Hold |
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|
2023
Q3 | $656K | Hold |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $583K | Hold |
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|
2022
Q4 | $563K | Hold |
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|
2022
Q3 | $511K | Sell |
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|
2022
Q2 | $589K | Sell |
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|
2022
Q1 | $738K | Hold |
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|
2021
Q4 | $779K | Hold |
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|
2021
Q3 | $724K | Hold |
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|
2021
Q2 | $739K | Hold |
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|
2021
Q1 | $716K | Sell |
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|
2020
Q4 | $679K | Sell |
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|
2020
Q3 | $608K | Hold |
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|
2020
Q2 | $582K | Hold |
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|
2020
Q1 | $472K | Hold |
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|
2019
Q4 | $673K | Hold |
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|
2019
Q3 | $632K | Hold |
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|
2019
Q2 | $636K | Buy |
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|
2019
Q1 | $608K | Hold |
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|
2018
Q4 | $533K | Buy |
|