Edmonds Duncan Registered Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $300K | Hold |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $293K | Hold |
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|
2023
Q4 | $267K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $258K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Sell |
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|
2018
Q2 | $246K | Hold |
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|
2018
Q1 | $236K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $231K | Hold |
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|
2017
Q2 | $220K | Hold |
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|
2017
Q1 | $220K | Hold |
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|
2016
Q4 | $209K | Buy |
|