Evolution Wealth Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $308K | Hold |
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|
2025
Q4 | $302K | Sell |
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|
2025
Q3 | $355K | Hold |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $384K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $48K | Hold |
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|
2021
Q2 | $49K | Hold |
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|
2021
Q1 | $48K | Hold |
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|
2020
Q4 | $42K | Hold |
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|
2020
Q3 | $34K | Buy |
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