Fortem Financial Group’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 | – | Sell |
-376
| Closed | -$201K | – | 186 |
|
|
2025
Q1 | $201K | Hold |
376
| – | – | 0.08% | 178 |
|
|
2024
Q4 | $214K | Hold |
376
| – | – | 0.08% | 167 |
|
|
2024
Q3 | $214K | Hold |
376
| – | – | 0.09% | 164 |
|
|
2024
Q2 | $201K | Buy |
+376
| New | +$201K | 0.09% | 161 |
|
|
2023
Q3 | – | Sell |
-495
| Closed | -$237K | – | 161 |
|
|
2023
Q2 | $237K | Hold |
495
| – | – | 0.14% | 142 |
|
|
2023
Q1 | $227K | Sell |
495
-495
| -50% | -$227K | 0.15% | 135 |
|
|
2022
Q4 | $438K | Hold |
990
| – | – | 0.26% | 107 |
|
|
2022
Q3 | $398K | Sell |
990
-10
| -1% | -$4.02K | 0.28% | 107 |
|
|
2022
Q2 | $413K | Buy |
+1,000
| New | +$413K | 0.27% | 112 |
|