HWA
Heartwood Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Hold |
689
| – | – | 0.04% | 121 |
|
|
2025
Q1 | $368K | Hold |
689
| – | – | 0.04% | 119 |
|
|
2024
Q4 | $392K | Buy |
689
+28
| +4% | +$15.9K | 0.04% | 106 |
|
|
2024
Q3 | $377K | Hold |
661
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $354K | Hold |
661
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $368K | Hold |
661
| – | – | 0.05% | 106 |
|
|
2023
Q4 | $335K | Buy |
661
+29
| +5% | +$14.7K | 0.04% | 104 |
|
|
2023
Q3 | $289K | Hold |
632
| – | – | 0.04% | 106 |
|
|
2023
Q2 | $303K | Hold |
632
| – | – | 0.04% | 111 |
|
|
2023
Q1 | $290K | Hold |
632
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $280K | Buy |
+632
| New | +$280K | 0.04% | 108 |
|