Cypress Wealth Services’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 | $275K | Hold |
485
| – | – | 0.05% | 248 |
|
2025
Q1 | $259K | Hold |
485
| – | – | 0.05% | 234 |
|
2024
Q4 | $276K | Hold |
485
| – | – | 0.06% | 217 |
|
2024
Q3 | $276K | Hold |
485
| – | – | 0.06% | 215 |
|
2024
Q2 | $260K | Hold |
485
| – | – | 0.06% | 210 |
|
2024
Q1 | $270K | Buy |
+485
| New | +$270K | 0.06% | 209 |
|