Evolution 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 | $337K | Sell |
595
-80
| -12% | -$45.3K | 0.05% | 121 |
|
|
2025
Q1 | $360K | Hold |
675
| – | – | 0.06% | 107 |
|
|
2024
Q4 | $384K | Buy |
+675
| New | +$384K | 0.06% | 99 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$48K | – | 441 |
|
|
2021
Q3 | $48K | Hold |
100
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $49K | Hold |
100
| – | – | 0.01% | 212 |
|
|
2021
Q1 | $48K | Hold |
100
| – | – | 0.01% | 204 |
|
|
2020
Q4 | $42K | Hold |
100
| – | – | 0.01% | 190 |
|
|
2020
Q3 | $34K | Buy |
+100
| New | +$34K | 0.01% | 218 |
|