Heartwood 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 | $411K | Hold |
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|
2025
Q2 | $390K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $354K | Hold |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $303K | Hold |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $280K | Buy |
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