CM Wealth 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 | $357K | Hold |
629
| – | – | 0.11% | 66 |
|
|
2025
Q1 | $336K | Hold |
629
| – | – | 0.11% | 65 |
|
|
2024
Q4 | $360K | Hold |
629
| – | – | 0.12% | 63 |
|
|
2024
Q3 | $359K | Hold |
629
| – | – | 0.12% | 62 |
|
|
2024
Q2 | $338K | Hold |
629
| – | – | 0.16% | 54 |
|
|
2024
Q1 | $343K | Hold |
629
| – | – | 0.1% | 121 |
|
|
2023
Q4 | $320K | Hold |
629
| – | – | 0.14% | 57 |
|
|
2023
Q3 | $291K | Hold |
629
| – | – | 0.11% | 64 |
|
|
2023
Q2 | $312K | Hold |
629
| – | – | 0.1% | 99 |
|
|
2023
Q1 | $280K | Hold |
629
| – | – | 0.05% | 327 |
|
|
2022
Q4 | $280K | Hold |
629
| – | – | 0.14% | 57 |
|
|
2022
Q3 | $254M | Hold |
629
| – | – | 0.14% | 59 |
|
|
2022
Q2 | $261K | Buy |
+629
| New | +$261K | 0.16% | 58 |
|