Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $852K | Hold |
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|
2024
Q1 | $872K | Hold |
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|
2023
Q4 | $787K | Hold |
|
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|
2023
Q3 | $727K | Buy |
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|
2023
Q2 | $643K | Hold |
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|
2023
Q1 | $615K | Hold |
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|
2022
Q4 | $594K | Hold |
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|
2022
Q3 | $539K | Hold |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $145K | Hold |
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|
2021
Q1 | $141K | Hold |
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|
2020
Q4 | $124K | Hold |
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|
2020
Q3 | $100K | Hold |
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|
2020
Q2 | $96K | Hold |
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|
2020
Q1 | $77.8K | Sell |
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|
2019
Q4 | $301K | Buy |
|