Guardian Wealth Advisors (North Carolina)’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 | $226K | Sell |
399
-52
| -12% | -$29.5K | 0.02% | 312 |
|
|
2025
Q1 | $241K | Hold |
451
| – | – | 0.02% | 281 |
|
|
2024
Q4 | $257K | Sell |
451
-65
| -13% | -$37K | 0.02% | 272 |
|
|
2024
Q3 | $294K | Sell |
516
-23
| -4% | -$13.1K | 0.03% | 214 |
|
|
2024
Q2 | $289K | Sell |
539
-61
| -10% | -$32.7K | 0.03% | 206 |
|
|
2024
Q1 | $334K | Sell |
600
-50
| -8% | -$27.8K | 0.04% | 198 |
|
|
2023
Q4 | $330K | Sell |
650
-3
| -0.5% | -$1.52K | 0.05% | 183 |
|
|
2023
Q3 | $299K | Sell |
653
-12
| -2% | -$5.5K | 0.05% | 186 |
|
|
2023
Q2 | $319K | Sell |
665
-7
| -1% | -$3.36K | 0.05% | 166 |
|
|
2023
Q1 | $308K | Sell |
672
-37
| -5% | -$17K | 0.05% | 166 |
|
|
2022
Q4 | $315K | Buy |
+709
| New | +$315K | 0.06% | 148 |
|