EverSource Wealth Advisors’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 | $1.06M | Sell |
1,866
-102
| -5% | -$57.8K | 0.05% | 263 |
|
|
2025
Q1 | $1.05M | Sell |
1,968
-280
| -12% | -$149K | 0.06% | 235 |
|
|
2024
Q4 | $1.28M | Sell |
2,248
-108
| -5% | -$61.5K | 0.07% | 209 |
|
|
2024
Q3 | $1.34M | Hold |
2,356
| – | – | 0.09% | 180 |
|
|
2024
Q2 | $1.33M | Sell |
2,356
-579
| -20% | -$328K | 0.09% | 176 |
|
|
2024
Q1 | $1.53M | Sell |
2,935
-305
| -9% | -$159K | 0.12% | 140 |
|
|
2023
Q4 | $1.64M | Sell |
3,240
-216
| -6% | -$110K | 0.15% | 125 |
|
|
2023
Q3 | $1.58M | Buy |
3,456
+405
| +13% | +$185K | 0.17% | 123 |
|
|
2023
Q2 | $1.46M | Sell |
3,051
-96
| -3% | -$46K | 0.16% | 124 |
|
|
2023
Q1 | $1.44M | Buy |
3,147
+469
| +18% | +$215K | 0.18% | 110 |
|
|
2022
Q4 | $1.19M | Buy |
2,678
+2,494
| +1,355% | +$1.1M | 0.18% | 103 |
|
|
2022
Q3 | $74K | Buy |
+184
| New | +$74K | 0.02% | 522 |
|
|
2022
Q1 | – | Sell |
-108
| Closed | -$56K | – | 1793 |
|
|
2021
Q4 | $56K | Buy |
+108
| New | +$56K | 0.02% | 408 |
|