Denver 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 | $482K | Sell |
851
-1
| -0.1% | -$566 | 0.2% | 56 |
|
|
2025
Q1 | $455K | Sell |
852
-2
| -0.2% | -$1.07K | 0.21% | 57 |
|
|
2024
Q4 | $486K | Sell |
854
-2
| -0.2% | -$1.14K | 0.22% | 48 |
|
|
2024
Q3 | $488K | Sell |
856
-1
| -0.1% | -$570 | 0.23% | 50 |
|
|
2024
Q2 | $459K | Hold |
857
| – | – | 0.23% | 51 |
|
|
2024
Q1 | $477K | Sell |
857
-1
| -0.1% | -$556 | 0.24% | 49 |
|
|
2023
Q4 | $435K | Hold |
858
| – | – | 0.25% | 47 |
|
|
2023
Q3 | $392K | Hold |
858
| – | – | 0.25% | 49 |
|
|
2023
Q2 | $411K | Hold |
858
| – | – | 0.29% | 49 |
|
|
2023
Q1 | $393K | Hold |
858
| – | – | 0.27% | 55 |
|
|
2022
Q4 | $380K | Hold |
858
| – | – | 0.28% | 51 |
|
|
2022
Q3 | $345K | Hold |
858
| – | – | 0.33% | 39 |
|
|
2022
Q2 | $355K | Buy |
+858
| New | +$355K | 0.37% | 33 |
|
|
2021
Q4 | $444K | Buy |
+858
| New | +$444K | 0.43% | 22 |
|
|
2021
Q1 | $421K | Buy |
+858
| New | +$421K | 0.44% | 27 |
|