Daymark Wealth Partners’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 | $5.82M | Buy |
10,267
+257
| +3% | +$146K | 0.22% | 92 |
|
|
2025
Q1 | $5.34M | Sell |
10,010
-158
| -2% | -$84.3K | 0.23% | 93 |
|
|
2024
Q4 | $5.79M | Buy |
10,168
+290
| +3% | +$165K | 0.24% | 85 |
|
|
2024
Q3 | $5.63M | Buy |
9,878
+263
| +3% | +$150K | 0.24% | 90 |
|
|
2024
Q2 | $5.14M | Buy |
9,615
+7,975
| +486% | +$4.27M | 0.24% | 91 |
|
|
2024
Q1 | $912K | Hold |
1,640
| – | – | 0.05% | 210 |
|
|
2023
Q4 | $832K | Buy |
1,640
+80
| +5% | +$40.6K | 0.05% | 202 |
|
|
2023
Q3 | $712K | Hold |
1,560
| – | – | 0.05% | 202 |
|
|
2023
Q2 | $747K | Buy |
+1,560
| New | +$747K | 0.06% | 190 |
|