Greenup Street Wealth Management’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
Q1 | – | Sell |
-557
| Closed | -$317K | – | 110 |
|
|
2024
Q4 | $317K | Hold |
557
| – | – | 0.06% | 79 |
|
|
2024
Q3 | $317K | Sell |
557
-5,421
| -91% | -$3.09M | 0.07% | 72 |
|
|
2024
Q2 | $3.2M | Buy |
+5,978
| New | +$3.2M | 0.75% | 30 |
|
|
2022
Q2 | – | Sell |
-432
| Closed | -$212K | – | 89 |
|
|
2022
Q1 | $212K | Sell |
432
-293
| -40% | -$144K | 0.12% | 76 |
|
|
2021
Q4 | $375K | Buy |
+725
| New | +$375K | 0.22% | 63 |
|