Colonial Trust Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$29.8K Hold
2025
Q2
$28.3K Hold
2025
Q1
$26.7K Hold
2024
Q4
$28.5K Hold
2024
Q3
$28.5K Hold
2024
Q2
$26.8K Sell
2024
Q1
$55.6K Hold
2023
Q4
$50.7K Hold
2023
Q3
$45.7K Hold
2023
Q2
$47.9K Hold
2023
Q1
$45.8K Hold
2022
Q4
$44.3K Hold
2022
Q3
$40K Buy