Connecticut Wealth Management’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 | $2.71M | Sell |
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|
2025
Q2 | $2.59M | Buy |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.62M | Sell |
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|
2024
Q3 | $2.67M | Sell |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.76M | Sell |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.16M | Sell |
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|
2023
Q1 | $2.11M | Sell |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.69M | Hold |
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|
2021
Q4 | $2.84M | Sell |
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|
2021
Q3 | $2.67M | Sell |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $2.14M | Buy |
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