GSB 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
Q2 | $588K | Sell |
1,038
-84
| -7% | -$47.6K | 0.14% | 130 |
|
|
2025
Q1 | $599K | Sell |
1,122
-153
| -12% | -$81.6K | 0.16% | 125 |
|
|
2024
Q4 | $726K | Hold |
1,275
| – | – | 0.19% | 119 |
|
|
2024
Q3 | $726K | Hold |
1,275
| – | – | 0.19% | 117 |
|
|
2024
Q2 | $682K | Hold |
1,275
| – | – | 0.19% | 119 |
|
|
2024
Q1 | $709K | Hold |
1,275
| – | – | 0.2% | 121 |
|
|
2023
Q4 | $647K | Hold |
1,275
| – | – | 0.2% | 118 |
|
|
2023
Q3 | $582K | Hold |
1,275
| – | – | 0.19% | 120 |
|
|
2023
Q2 | $611K | Hold |
1,275
| – | – | 0.2% | 122 |
|
|
2023
Q1 | $584K | Buy |
+1,275
| New | +$584K | 0.19% | 133 |
|
|
2022
Q2 | – | Sell |
-450
| Closed | -$221K | – | 212 |
|
|
2022
Q1 | $221K | Hold |
450
| – | – | 0.06% | 211 |
|
|
2021
Q4 | $233K | Buy |
+450
| New | +$233K | 0.07% | 207 |
|
|
2021
Q2 | – | Sell |
-450
| Closed | -$214K | – | 223 |
|
|
2021
Q1 | $214K | Buy |
+450
| New | +$214K | 0.07% | 198 |
|