HCR Wealth Advisors’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 | $609K | Hold |
1,075
| – | – | 0.07% | 127 |
|
|
2025
Q1 | $574K | Sell |
1,075
-4
| -0.4% | -$2.14K | 0.07% | 129 |
|
|
2024
Q4 | $615K | Hold |
1,079
| – | – | 0.08% | 122 |
|
|
2024
Q3 | $615K | Buy |
1,079
+1
| +0.1% | +$570 | 0.08% | 126 |
|
|
2024
Q2 | $577K | Buy |
1,078
+162
| +18% | +$86.8K | 0.08% | 122 |
|
|
2024
Q1 | $510K | Buy |
916
+20
| +2% | +$11.1K | 0.08% | 129 |
|
|
2023
Q4 | $455K | Buy |
+896
| New | +$455K | 0.07% | 126 |
|
|
2022
Q1 | – | Sell |
-387
| Closed | -$200K | – | 200 |
|
|
2021
Q4 | $200K | Buy |
+387
| New | +$200K | 0.03% | 196 |
|
|
2021
Q1 | – | Sell |
-1,689
| Closed | -$709K | – | 236 |
|
|
2020
Q4 | $709K | Hold |
1,689
| – | – | 0.15% | 100 |
|
|
2020
Q3 | $572K | Hold |
1,689
| – | – | 0.13% | 96 |
|
|
2020
Q2 | $544K | Hold |
1,689
| – | – | 0.13% | 91 |
|
|
2020
Q1 | $444K | Buy |
+1,689
| New | +$444K | 0.13% | 95 |
|