Cherry Tree 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 | $24.9K | Hold |
44
| – | – | 0.01% | 313 |
|
|
2025
Q1 | $23.5K | Hold |
44
| – | – | 0.01% | 323 |
|
|
2024
Q4 | $25.1K | Hold |
44
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $25.1K | Hold |
44
| – | – | 0.01% | 313 |
|
|
2024
Q2 | $23.5K | Sell |
44
-1
| -2% | -$535 | 0.01% | 312 |
|
|
2024
Q1 | $25K | Hold |
45
| – | – | 0.01% | 305 |
|
|
2023
Q4 | $22.8K | Hold |
45
| – | – | 0.01% | 295 |
|
|
2023
Q3 | $20.5K | Hold |
45
| – | – | 0.01% | 286 |
|
|
2023
Q2 | $21.6K | Buy |
+45
| New | +$21.6K | 0.01% | 283 |
|