Garden State Investment Advisory Services’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 | $2.95M | Sell |
5,200
-650
| -11% | -$369K | 0.74% | 30 |
|
|
2025
Q1 | $3.13M | Buy |
5,850
+610
| +12% | +$326K | 1% | 23 |
|
|
2024
Q4 | $2.99M | Buy |
5,240
+2,169
| +71% | +$1.24M | 0.89% | 27 |
|
|
2024
Q3 | $1.75M | Buy |
3,071
+168
| +6% | +$95.9K | 0.56% | 44 |
|
|
2024
Q2 | $1.56M | Buy |
2,903
+1,262
| +77% | +$676K | 0.54% | 44 |
|
|
2024
Q1 | $911K | Buy |
1,641
+1,181
| +257% | +$656K | 0.33% | 61 |
|
|
2023
Q4 | $235K | Buy |
460
+16
| +4% | +$8.16K | 0.09% | 174 |
|
|
2023
Q3 | $203K | Sell |
444
-14
| -3% | -$6.41K | 0.09% | 173 |
|
|
2023
Q2 | $220K | Buy |
+458
| New | +$220K | 0.09% | 177 |
|
|
2023
Q1 | – | Sell |
-685
| Closed | -$305K | – | 210 |
|
|
2022
Q4 | $305K | Buy |
+685
| New | +$305K | 0.18% | 129 |
|