Forum Financial Management’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 | $502K | Buy |
885
+235
| +36% | +$133K | 0.01% | 407 |
|
|
2025
Q1 | $347K | Hold |
650
| – | – | 0.01% | 522 |
|
|
2024
Q4 | $370K | Hold |
650
| – | – | 0.01% | 507 |
|
|
2024
Q3 | $370K | Buy |
650
+70
| +12% | +$39.9K | 0.01% | 428 |
|
|
2024
Q2 | $310K | Hold |
580
| – | – | 0.01% | 463 |
|
|
2024
Q1 | $323K | Hold |
580
| – | – | 0.01% | 469 |
|
|
2023
Q4 | $294K | Sell |
580
-87
| -13% | -$44.2K | 0.01% | 464 |
|
|
2023
Q3 | $305K | Buy |
667
+87
| +15% | +$39.7K | 0.01% | 419 |
|
|
2023
Q2 | $278K | Hold |
580
| – | – | 0.01% | 465 |
|
|
2023
Q1 | $266K | Hold |
580
| – | – | 0.01% | 446 |
|
|
2022
Q4 | $257K | Hold |
580
| – | – | 0.01% | 441 |
|
|
2022
Q3 | $233K | Hold |
580
| – | – | 0.01% | 441 |
|
|
2022
Q2 | $240K | Buy |
+580
| New | +$240K | 0.01% | 446 |
|