Evermay 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 | $149K | Hold |
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|
2025
Q2 | $142K | Hold |
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|
2025
Q1 | $134K | Hold |
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|
2024
Q4 | $143K | Hold |
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $134K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $127K | Hold |
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|
2023
Q3 | $115K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $115K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $123K | Hold |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $120K | Hold |
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|
2021
Q2 | $123K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $449K | Hold |
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|
2019
Q2 | $452K | Hold |
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|
2019
Q1 | $440K | Hold |
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|
2018
Q4 | $386K | Hold |
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|
2018
Q3 | $468K | Hold |
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|
2018
Q2 | $452K | Hold |
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|
2018
Q1 | $435K | Hold |
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|
2017
Q4 | $440K | Hold |
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|
2017
Q3 | $416K | Hold |
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|
2017
Q2 | $405K | Hold |
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|
2017
Q1 | $398K | Sell |
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|
2016
Q4 | $386K | Hold |
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|
2016
Q3 | $361K | Hold |
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|
2016
Q2 | $348K | Hold |
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|
2016
Q1 | $336K | Hold |
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|
2015
Q4 | $325K | Hold |
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|
2015
Q3 | $318K | Hold |
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|
2015
Q2 | $349K | Hold |
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|
2015
Q1 | $355K | Hold |
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|
2014
Q4 | $338K | Hold |
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|
2014
Q3 | $319K | Hold |
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|
2014
Q2 | $333K | Hold |
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|
2014
Q1 | $320K | Buy |
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