Fusion Family Wealth’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 | – | Sell |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $285K | Hold |
|
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|
2024
Q3 | $285K | Hold |
|
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|
2024
Q2 | $268K | Hold |
|
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|
2024
Q1 | $278K | Hold |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $228K | Hold |
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|
2023
Q2 | $239K | Hold |
|
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $207K | Hold |
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|
2022
Q1 | $245K | Hold |
|
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $240K | Hold |
|
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|
2021
Q2 | $246K | Hold |
|
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $210K | Hold |
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|
2020
Q3 | $170K | Hold |
|
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|
2020
Q2 | $162K | Sell |
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|
2020
Q1 | $149K | Hold |
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|
2019
Q4 | $213K | Hold |
|
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|
2019
Q3 | $200K | Hold |
|
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|
2019
Q2 | $200K | Hold |
|
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|
2019
Q1 | $195K | Sell |
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|
2018
Q4 | $179K | Hold |
|
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|
2018
Q3 | $218K | Hold |
|
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|
2018
Q2 | $210K | Hold |
|
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|
2018
Q1 | $202K | Hold |
|
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|
2017
Q4 | $204K | Hold |
|
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|
2017
Q3 | $193K | Hold |
|
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|
2017
Q2 | $188K | Hold |
|
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|
2017
Q1 | $185K | Sell |
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|
2016
Q4 | $187K | Buy |
|