Grimes & Company’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 | $863K | Buy |
|
|||||
|
2025
Q2 | $819K | Sell |
|
|||||
|
2025
Q1 | $773K | Buy |
|
|||||
|
2024
Q4 | $823K | Buy |
|
|||||
|
2024
Q3 | $821K | Buy |
|
|||||
|
2024
Q2 | $769K | Buy |
|
|||||
|
2024
Q1 | $779K | Buy |
|
|||||
|
2023
Q4 | $707K | Buy |
|
|||||
|
2023
Q3 | $634K | Hold |
|
|||||
|
2023
Q2 | $665K | Hold |
|
|||||
|
2023
Q1 | $637K | Sell |
|
|||||
|
2022
Q4 | $625K | Hold |
|
|||||
|
2022
Q3 | $567K | Hold |
|
|||||
|
2022
Q2 | $583K | Hold |
|
|||||
|
2022
Q1 | $692K | Sell |
|
|||||
|
2021
Q4 | $743K | Buy |
|
|||||
|
2021
Q3 | $690K | Sell |
|
|||||
|
2021
Q2 | $719K | Hold |
|
|||||
|
2021
Q1 | $697K | Hold |
|
|||||
|
2020
Q4 | $615K | Sell |
|
|||||
|
2020
Q3 | $549K | Sell |
|
|||||
|
2020
Q2 | $539K | Sell |
|
|||||
|
2020
Q1 | $439K | Sell |
|
|||||
|
2019
Q4 | $780K | Buy |
|
|||||
|
2019
Q3 | $665K | Hold |
|
|||||
|
2019
Q2 | $669K | Hold |
|
|||||
|
2019
Q1 | $652K | Hold |
|
|||||
|
2018
Q4 | $571K | Sell |
|
|||||
|
2018
Q3 | $935K | Buy |
|
|||||
|
2018
Q2 | $744K | Sell |
|
|||||
|
2018
Q1 | $722K | Sell |
|
|||||
|
2017
Q4 | $745K | Sell |
|
|||||
|
2017
Q3 | $750K | Hold |
|
|||||
|
2017
Q2 | $730K | Hold |
|
|||||
|
2017
Q1 | $718K | Hold |
|
|||||
|
2016
Q4 | $694K | Hold |
|
|||||
|
2016
Q3 | $649K | Hold |
|
|||||
|
2016
Q2 | $626K | Hold |
|
|||||
|
2016
Q1 | $604K | Sell |
|
|||||
|
2015
Q4 | $596K | Buy |
|
|||||
|
2015
Q3 | $202K | Sell |
|
|||||
|
2015
Q2 | $324K | Buy |
|