CWM
ClientFirst Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Hold |
3,741
| – | – | 2.17% | 9 |
|
|
2025
Q1 | $2M | Hold |
3,741
| – | – | 2.26% | 8 |
|
|
2024
Q4 | $2.13M | Buy |
+3,741
| New | +$2.13M | 2.16% | 8 |
|
|
2023
Q3 | $1.7M | Hold |
3,789
| – | – | 2.07% | 7 |
|
|
2023
Q2 | $1.85M | Hold |
3,789
| – | – | 2.2% | 7 |
|
|
2023
Q1 | $1.72M | Hold |
3,789
| – | – | 2.29% | 7 |
|
|
2022
Q4 | $1.68M | Hold |
3,789
| – | – | 2.13% | 7 |
|
|
2022
Q3 | $1.74M | Hold |
3,789
| – | – | 2.16% | 7 |
|
|
2022
Q2 | $1.57M | Hold |
3,789
| – | – | 2.38% | 7 |
|
|
2022
Q1 | $1.86M | Hold |
3,789
| – | – | 1.71% | 7 |
|
|
2021
Q4 | $1.88M | Buy |
+3,789
| New | +$1.88M | 1.68% | 7 |
|