Garrett Wealth Advisory Group’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 | $222K | Hold |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $267K | Sell |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $212K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Buy |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $214K | Buy |
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