Cordatus 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 | $227K | Hold |
400
| – | – | 0.06% | 159 |
|
2025
Q1 | $213K | Hold |
400
| – | – | 0.06% | 145 |
|
2024
Q4 | $228K | Hold |
400
| – | – | 0.06% | 139 |
|
2024
Q3 | $228K | Hold |
400
| – | – | 0.08% | 118 |
|
2024
Q2 | $214K | Hold |
400
| – | – | 0.08% | 120 |
|
2024
Q1 | $223K | Sell |
400
-1,215
| -75% | -$677K | 0.16% | 57 |
|
2023
Q4 | $819K | Buy |
+1,615
| New | +$819K | 0.68% | 29 |
|
2022
Q2 | – | Sell |
-433
| Closed | -$212K | – | 155 |
|
2022
Q1 | $212K | Buy |
433
+23
| +6% | +$11.3K | 0.07% | 149 |
|
2021
Q4 | $212K | Buy |
+410
| New | +$212K | 0.06% | 156 |
|