HCR Wealth Advisors’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 | $554K | Sell |
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|
2025
Q2 | $609K | Hold |
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|
2025
Q1 | $574K | Sell |
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|
2024
Q4 | $615K | Hold |
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|
2024
Q3 | $615K | Buy |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $510K | Buy |
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|
2023
Q4 | $455K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $709K | Hold |
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|
2020
Q3 | $572K | Hold |
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|
2020
Q2 | $544K | Hold |
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|
2020
Q1 | $444K | Buy |
|