Clear Point 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 | $3.46M | Sell |
6,146
-113
| -2% | -$63.6K | 2.92% | 8 |
|
|
2025
Q1 | $3.34M | Buy |
6,259
+7
| +0.1% | +$3.73K | 3% | 8 |
|
|
2024
Q4 | $3.56M | Buy |
6,252
+24
| +0.4% | +$13.7K | 3.05% | 7 |
|
|
2024
Q3 | $3.55M | Buy |
6,228
+8
| +0.1% | +$4.56K | 2.74% | 7 |
|
|
2024
Q2 | $3.33M | Buy |
6,220
+15
| +0.2% | +$8.03K | 2.73% | 8 |
|
|
2024
Q1 | $3.45M | Sell |
6,205
-254
| -4% | -$141K | 2.84% | 7 |
|
|
2023
Q4 | $3.28M | Buy |
+6,459
| New | +$3.28M | 2.9% | 7 |
|