Forum Financial Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Hold |
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|
2025
Q2 | $502K | Buy |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $370K | Hold |
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|
2024
Q3 | $370K | Buy |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $294K | Sell |
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|
2023
Q3 | $305K | Buy |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $240K | Buy |
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