Forza Wealth 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 | $1.06M | Hold |
1,876
| – | – | 0.44% | 53 |
|
|
2025
Q1 | $1M | Sell |
1,876
-74
| -4% | -$39.5K | 0.45% | 54 |
|
|
2024
Q4 | $1.11M | Hold |
1,950
| – | – | 0.51% | 48 |
|
|
2024
Q3 | $1.11M | Sell |
1,950
-10
| -0.5% | -$5.7K | 0.51% | 52 |
|
|
2024
Q2 | $1.05M | Hold |
1,960
| – | – | 0.54% | 50 |
|
|
2024
Q1 | $1.09M | Hold |
1,960
| – | – | 0.57% | 53 |
|
|
2023
Q4 | $994K | Sell |
1,960
-180
| -8% | -$91.3K | 0.55% | 56 |
|
|
2023
Q3 | $977K | Hold |
2,140
| – | – | 0.5% | 66 |
|
|
2023
Q2 | $1.02M | Sell |
2,140
-30
| -1% | -$14.4K | 0.52% | 67 |
|
|
2023
Q1 | $995K | Buy |
+2,170
| New | +$995K | 0.51% | 66 |
|