Colonial Trust 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 | $28.3K | Hold |
50
| – | – | ﹤0.01% | 405 |
|
2025
Q1 | $26.7K | Hold |
50
| – | – | ﹤0.01% | 403 |
|
2024
Q4 | $28.5K | Hold |
50
| – | – | ﹤0.01% | 376 |
|
2024
Q3 | $28.5K | Hold |
50
| – | – | ﹤0.01% | 392 |
|
2024
Q2 | $26.8K | Sell |
50
-50
| -50% | -$26.8K | ﹤0.01% | 388 |
|
2024
Q1 | $55.6K | Hold |
100
| – | – | 0.01% | 312 |
|
2023
Q4 | $50.7K | Hold |
100
| – | – | 0.01% | 316 |
|
2023
Q3 | $45.7K | Hold |
100
| – | – | 0.01% | 336 |
|
2023
Q2 | $47.9K | Hold |
100
| – | – | 0.01% | 338 |
|
2023
Q1 | $45.8K | Hold |
100
| – | – | 0.01% | 341 |
|
2022
Q4 | $44.3K | Hold |
100
| – | – | 0.01% | 344 |
|
2022
Q3 | $40K | Buy |
+100
| New | +$40K | 0.01% | 238 |
|