CGN Advisors’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 | $694K | Hold |
1,225
| – | – | 0.06% | 196 |
|
|
2025
Q1 | $654K | Buy |
1,225
+20
| +2% | +$10.7K | 0.06% | 194 |
|
|
2024
Q4 | $686K | Hold |
1,205
| – | – | 0.07% | 191 |
|
|
2024
Q3 | $686K | Hold |
1,205
| – | – | 0.07% | 184 |
|
|
2024
Q2 | $645K | Hold |
1,205
| – | – | 0.08% | 181 |
|
|
2024
Q1 | $670K | Buy |
1,205
+475
| +65% | +$264K | 0.09% | 169 |
|
|
2023
Q4 | $370K | Buy |
+730
| New | +$370K | 0.05% | 195 |
|