Forvis Mazars Wealth Advisors’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 | $1.68M | Hold |
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|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.23M | Hold |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $915K | Buy |
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|
2023
Q3 | $789K | Hold |
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|
2023
Q2 | $827K | Hold |
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|
2023
Q1 | $792K | Sell |
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|
2022
Q4 | $852K | Hold |
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|
2022
Q3 | $773K | Hold |
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|
2022
Q2 | $795K | Buy |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $289K | Hold |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $285K | Hold |
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|
2020
Q4 | $251K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | $203K | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $233K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $274K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $266K | Hold |
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|
2017
Q3 | $252K | Hold |
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|
2017
Q2 | $245K | Hold |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $248K | Hold |
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|
2016
Q3 | $232K | Buy |
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