Empirical Wealth Management’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 | $551K | Hold |
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|
2025
Q2 | $524K | Hold |
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|
2025
Q1 | $493K | Hold |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $508K | Buy |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $500K | Hold |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $496K | Hold |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $572K | Buy |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $587K | Hold |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $310K | Hold |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $404K | Hold |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $474K | Sell |
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|
2019
Q1 | $476K | Buy |
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|
2018
Q4 | $374K | Hold |
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|
2018
Q3 | $455K | Buy |
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|
2018
Q2 | $368K | Buy |
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|
2018
Q1 | $321K | Buy |
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