Connecticut Wealth Management’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 | $2.59M | Buy |
4,568
+1
| +0% | +$566 | 0.12% | 78 |
|
|
2025
Q1 | $2.44M | Sell |
4,567
-29
| -0.6% | -$15.5K | 0.13% | 82 |
|
|
2024
Q4 | $2.62M | Sell |
4,596
-93
| -2% | -$53K | 0.13% | 65 |
|
|
2024
Q3 | $2.67M | Sell |
4,689
-213
| -4% | -$121K | 0.13% | 85 |
|
|
2024
Q2 | $2.62M | Sell |
4,902
-51
| -1% | -$27.3K | 0.14% | 86 |
|
|
2024
Q1 | $2.76M | Sell |
4,953
-44
| -0.9% | -$24.5K | 0.15% | 78 |
|
|
2023
Q4 | $2.54M | Buy |
4,997
+1
| +0% | +$507 | 0.15% | 83 |
|
|
2023
Q3 | $2.28M | Buy |
4,996
+496
| +11% | +$226K | 0.16% | 77 |
|
|
2023
Q2 | $2.16M | Sell |
4,500
-113
| -2% | -$54.1K | 0.15% | 66 |
|
|
2023
Q1 | $2.11M | Sell |
4,613
-233
| -5% | -$107K | 0.16% | 64 |
|
|
2022
Q4 | $2.15M | Sell |
4,846
-318
| -6% | -$141K | 0.18% | 58 |
|
|
2022
Q3 | $2.07M | Sell |
5,164
-29
| -0.6% | -$11.6K | 0.19% | 57 |
|
|
2022
Q2 | $2.15M | Sell |
5,193
-298
| -5% | -$123K | 0.19% | 59 |
|
|
2022
Q1 | $2.69M | Hold |
5,491
| – | – | 0.21% | 56 |
|
|
2021
Q4 | $2.84M | Sell |
5,491
-67
| -1% | -$34.7K | 0.22% | 55 |
|
|
2021
Q3 | $2.67M | Sell |
5,558
-9
| -0.2% | -$4.33K | 0.23% | 53 |
|
|
2021
Q2 | $2.73M | Buy |
+5,567
| New | +$2.73M | 0.24% | 52 |
|
|
2021
Q1 | – | Sell |
-5,980
| Closed | -$2.51M | – | 196 |
|
|
2020
Q4 | $2.51M | Sell |
5,980
-337
| -5% | -$142K | 0.27% | 46 |
|
|
2020
Q3 | $2.14M | Buy |
+6,317
| New | +$2.14M | 0.24% | 58 |
|