Concord Wealth Partners’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 | $26.6K | Hold |
47
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $25K | Hold |
47
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $26.6K | Hold |
47
| – | – | ﹤0.01% | 417 |
|
|
2024
Q3 | $26.5K | Buy |
47
+1
| +2% | +$564 | ﹤0.01% | 430 |
|
|
2024
Q2 | $24.8K | Hold |
46
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $25.7K | Hold |
46
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $23.4K | Hold |
46
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $21K | Hold |
46
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $21.9K | Hold |
46
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $20.9K | Hold |
46
| – | – | 0.01% | 489 |
|
|
2022
Q4 | $20.2K | Buy |
+46
| New | +$20.2K | 0.01% | 527 |
|
|
2022
Q3 | – | Sell |
-45
| Closed | -$19K | – | 726 |
|
|
2022
Q2 | $19K | Hold |
45
| – | – | 0.01% | 553 |
|
|
2022
Q1 | $22K | Hold |
45
| – | – | 0.01% | 612 |
|
|
2021
Q4 | $23K | Buy |
+45
| New | +$23K | 0.01% | 613 |
|