Darwin 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 | $172K | Buy |
304
+1
| +0.3% | +$567 | 0.06% | 133 |
|
2025
Q1 | $173K | Hold |
303
| – | – | 0.06% | 138 |
|
2024
Q4 | $173K | Sell |
303
-1
| -0.3% | -$571 | 0.06% | 138 |
|
2024
Q3 | $173K | Buy |
+304
| New | +$173K | 0.05% | 157 |
|
2020
Q2 | – | Sell |
-200
| Closed | -$52K | – | 504 |
|
2020
Q1 | $52K | Buy |
+200
| New | +$52K | 0.02% | 233 |
|