Gen-Wealth Partners’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 | $857K | Buy |
1,513
+5
| +0.3% | +$2.83K | 0.33% | 84 |
|
|
2025
Q1 | $804K | Sell |
1,508
-487
| -24% | -$260K | 0.34% | 84 |
|
|
2024
Q4 | $1.14M | Buy |
1,995
+61
| +3% | +$34.7K | 0.49% | 52 |
|
|
2024
Q3 | $1.11M | Buy |
1,934
+132
| +7% | +$75.7K | 0.48% | 44 |
|
|
2024
Q2 | $964K | Buy |
1,802
+172
| +11% | +$92K | 0.47% | 50 |
|
|
2024
Q1 | $907K | Buy |
+1,630
| New | +$907K | 0.45% | 49 |
|