Evoke Wealth’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 | $1.96M | Buy |
3,453
+2,301
| +200% | +$1.31M | 0.04% | 146 |
|
|
2025
Q1 | $616K | Hold |
1,152
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $658K | Hold |
1,152
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $658K | Buy |
+1,152
| New | +$658K | 0.02% | 219 |
|
|
2024
Q2 | – | Sell |
-1,152
| Closed | -$642K | – | 275 |
|
|
2024
Q1 | $642K | Buy |
+1,152
| New | +$642K | 0.02% | 216 |
|
|
2023
Q4 | – | Sell |
-1,452
| Closed | -$665K | – | 246 |
|
|
2023
Q3 | $665K | Hold |
1,452
| – | – | 0.02% | 212 |
|
|
2023
Q2 | $697K | Hold |
1,452
| – | – | 0.02% | 191 |
|
|
2023
Q1 | $667K | Hold |
1,452
| – | – | 0.02% | 187 |
|
|
2022
Q4 | $645K | Buy |
1,452
+301
| +26% | +$134K | 0.02% | 194 |
|
|
2022
Q3 | $464K | Hold |
1,151
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $477K | Buy |
1,151
+1
| +0.1% | +$414 | 0.02% | 223 |
|
|
2022
Q1 | $567K | Buy |
1,150
+1
| +0.1% | +$493 | 0.02% | 222 |
|
|
2021
Q4 | $597K | Buy |
1,149
+1
| +0.1% | +$520 | 0.02% | 223 |
|
|
2021
Q3 | $553K | Hold |
1,148
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $565K | Hold |
1,148
| – | – | 0.02% | 230 |
|
|
2021
Q1 | $548K | Hold |
1,148
| – | – | 0.02% | 205 |
|
|
2020
Q4 | $484K | Hold |
1,148
| – | – | 0.03% | 152 |
|
|
2020
Q3 | $390K | Sell |
1,148
-420
| -27% | -$143K | 0.03% | 151 |
|
|
2020
Q2 | $512K | Sell |
1,568
-370
| -19% | -$121K | 0.05% | 110 |
|
|
2020
Q1 | $512K | Sell |
1,938
-642
| -25% | -$169K | 0.07% | 97 |
|
|
2019
Q4 | $976K | Buy |
2,580
+585
| +29% | +$221K | 0.12% | 80 |
|
|
2019
Q3 | $706K | Buy |
+1,995
| New | +$706K | 0.09% | 120 |
|