GWAG
Garrett Wealth Advisory Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
373
-96
| -20% | -$54.4K | 0.04% | 107 |
|
|
2025
Q1 | $250K | Hold |
469
| – | – | 0.06% | 94 |
|
|
2024
Q4 | $267K | Sell |
469
-15
| -3% | -$8.54K | 0.06% | 83 |
|
|
2024
Q3 | $276K | Buy |
484
+87
| +22% | +$49.6K | 0.07% | 77 |
|
|
2024
Q2 | $212K | Buy |
397
+24
| +6% | +$12.8K | 0.08% | 81 |
|
|
2024
Q1 | $208K | Buy |
+373
| New | +$208K | 0.09% | 62 |
|
|
2020
Q3 | – | Sell |
-622
| Closed | -$203K | – | 49 |
|
|
2020
Q2 | $203K | Buy |
+622
| New | +$203K | 0.16% | 48 |
|
|
2020
Q1 | – | Sell |
-662
| Closed | -$249K | – | 44 |
|
|
2019
Q4 | $249K | Buy |
662
+3
| +0.5% | +$1.13K | 0.18% | 45 |
|
|
2019
Q3 | $232K | Buy |
659
+39
| +6% | +$13.7K | 0.16% | 49 |
|
|
2019
Q2 | $217K | Sell |
620
-4
| -0.6% | -$1.4K | 0.17% | 49 |
|
|
2019
Q1 | $214K | Buy |
+624
| New | +$214K | 0.18% | 49 |
|