Frank Rimerman 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 | $1.17M | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.12M | Hold |
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|
2024
Q1 | $1.17M | Hold |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $874K | Hold |
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|
2023
Q2 | $917K | Sell |
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|
2023
Q1 | $962K | Buy |
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|
2022
Q4 | $848K | Hold |
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|
2022
Q3 | $769K | Sell |
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|
2022
Q2 | $806K | Hold |
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|
2022
Q1 | $956K | Sell |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.06M | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $909K | Buy |
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