First Western Trust Bank’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 | $598K | Hold |
1,055
| – | – | 0.03% | 110 |
|
|
2025
Q1 | $563K | Buy |
1,055
+106
| +11% | +$56.5K | 0.03% | 111 |
|
|
2024
Q4 | $541K | Hold |
949
| – | – | 0.03% | 115 |
|
|
2024
Q3 | $541K | Sell |
949
-493
| -34% | -$281K | 0.02% | 121 |
|
|
2024
Q2 | $772K | Hold |
1,442
| – | – | 0.04% | 96 |
|
|
2024
Q1 | $802K | Sell |
1,442
-1
| -0.1% | -$556 | 0.04% | 100 |
|
|
2023
Q4 | $732K | Sell |
1,443
-429
| -23% | -$218K | 0.04% | 102 |
|
|
2023
Q3 | $855K | Sell |
1,872
-319
| -15% | -$146K | 0.05% | 91 |
|
|
2023
Q2 | $1.05M | Hold |
2,191
| – | – | 0.05% | 88 |
|
|
2023
Q1 | $1M | Sell |
2,191
-170
| -7% | -$77.9K | 0.05% | 92 |
|
|
2022
Q4 | $1.05M | Hold |
2,361
| – | – | 0.06% | 82 |
|
|
2022
Q3 | $948K | Hold |
2,361
| – | – | 0.06% | 83 |
|
|
2022
Q2 | $986K | Sell |
2,361
-127
| -5% | -$53K | 0.07% | 84 |
|
|
2022
Q1 | $1.24M | Buy |
+2,488
| New | +$1.24M | 0.06% | 84 |
|