Golden State Wealth Management’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 | $1.89M | Sell |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $3.37M | Buy |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $608K | Hold |
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|
2021
Q3 | $565K | Sell |
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|
2021
Q2 | $675K | Buy |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $230K | Sell |
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|
2020
Q3 | $728K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $541K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $706K | Sell |
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|
2019
Q2 | $812K | Sell |
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|
2019
Q1 | $899K | Buy |
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