Elevation 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 | $896K | Sell |
1,582
-296
| -16% | -$168K | 0.35% | 50 |
|
|
2025
Q1 | $1M | Sell |
1,878
-1
| -0.1% | -$534 | 0.43% | 42 |
|
|
2024
Q4 | $1.07M | Buy |
1,879
+5
| +0.3% | +$2.85K | 0.45% | 40 |
|
|
2024
Q3 | $1.07M | Sell |
1,874
-60
| -3% | -$34.2K | 0.46% | 41 |
|
|
2024
Q2 | $1.03M | Sell |
1,934
-2
| -0.1% | -$1.07K | 0.49% | 41 |
|
|
2024
Q1 | $1.08M | Sell |
1,936
-9
| -0.5% | -$5.01K | 0.54% | 36 |
|
|
2023
Q4 | $888K | Hold |
1,945
| – | – | 0.53% | 36 |
|
|
2023
Q3 | $888K | Buy |
1,945
+1
| +0.1% | +$457 | 0.77% | 24 |
|
|
2023
Q2 | $931K | Sell |
1,944
-4
| -0.2% | -$1.92K | 0.78% | 23 |
|
|
2023
Q1 | $893K | Buy |
+1,948
| New | +$893K | 0.82% | 21 |
|