Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $892K | Sell |
|
|||||
|
2025
Q2 | $896K | Sell |
|
|||||
|
2025
Q1 | $1M | Sell |
|
|||||
|
2024
Q4 | $1.07M | Buy |
|
|||||
|
2024
Q3 | $1.07M | Sell |
|
|||||
|
2024
Q2 | $1.03M | Sell |
|
|||||
|
2024
Q1 | $1.08M | Sell |
|
|||||
|
2023
Q4 | $888K | Hold |
|
|||||
|
2023
Q3 | $888K | Buy |
|
|||||
|
2023
Q2 | $931K | Sell |
|
|||||
|
2023
Q1 | $893K | Buy |
|