Genesis Wealth Advisors’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 | $567K | Sell |
1,001
-80
| -7% | -$45.3K | 0.43% | 30 |
|
|
2025
Q1 | $577K | Sell |
1,081
-50
| -4% | -$26.7K | 0.47% | 29 |
|
|
2024
Q4 | $644K | Buy |
+1,131
| New | +$644K | 0.56% | 29 |
|
|
2015
Q2 | $2.34M | Sell |
8,571
-415
| -5% | -$113K | 1.9% | 16 |
|
|
2015
Q1 | $2.48M | Sell |
8,986
-237
| -3% | -$65.5K | 2.06% | 16 |
|
|
2014
Q4 | $2.55M | Buy |
+9,223
| New | +$2.55M | 2.02% | 13 |
|