FSM Wealth Advisors’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 | $240K | Sell |
416
-23
| -5% | -$13.3K | 0.04% | 245 |
|
|
2025
Q1 | $234K | Hold |
439
| – | – | 0.05% | 189 |
|
|
2024
Q4 | $258K | Hold |
439
| – | – | 0.06% | 152 |
|
|
2024
Q3 | $250K | Sell |
439
-86
| -16% | -$48.9K | 0.07% | 149 |
|
|
2024
Q2 | $281K | Hold |
525
| – | – | 0.09% | 120 |
|
|
2024
Q1 | $292K | Buy |
525
+23
| +5% | +$12.8K | 0.1% | 124 |
|
|
2023
Q4 | $255K | Sell |
502
-88
| -15% | -$44.6K | 0.11% | 126 |
|
|
2023
Q3 | $269K | Sell |
590
-432
| -42% | -$197K | 0.14% | 117 |
|
|
2023
Q2 | $497K | Hold |
1,022
| – | – | 0.25% | 83 |
|
|
2023
Q1 | $469K | Hold |
1,022
| – | – | 0.27% | 81 |
|
|
2022
Q4 | $453K | Buy |
1,022
+66
| +7% | +$29.2K | 0.32% | 78 |
|
|
2022
Q3 | $384K | Hold |
956
| – | – | 0.32% | 79 |
|
|
2022
Q2 | $440K | Buy |
+956
| New | +$440K | 0.44% | 62 |
|