Hazlett, Burt & Watson’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 | $213K | Buy |
377
+19
| +5% | +$10.7K | 0.09% | 194 |
|
|
2025
Q1 | $190K | Buy |
358
+9
| +3% | +$4.78K | 0.09% | 201 |
|
|
2024
Q4 | $200K | Buy |
349
+121
| +53% | +$69.3K | 0.09% | 200 |
|
|
2024
Q3 | $131K | Buy |
228
+12
| +6% | +$6.9K | 0.06% | 249 |
|
|
2024
Q2 | $116K | Buy |
216
+159
| +279% | +$85.4K | 0.06% | 255 |
|
|
2024
Q1 | $32K | Hold |
57
| – | – | 0.02% | 386 |
|
|
2023
Q4 | $29K | Buy |
57
+30
| +111% | +$15.3K | 0.02% | 378 |
|
|
2023
Q3 | $12K | Hold |
27
| – | – | 0.01% | 480 |
|
|
2023
Q2 | $13K | Hold |
27
| – | – | 0.01% | 458 |
|
|
2023
Q1 | $12K | Hold |
27
| – | – | 0.01% | 434 |
|
|
2022
Q4 | $12K | Hold |
27
| – | – | 0.01% | 444 |
|
|
2022
Q3 | $11K | Hold |
27
| – | – | 0.01% | 445 |
|
|
2022
Q2 | $11K | Buy |
+27
| New | +$11K | 0.01% | 447 |
|