Heritage Wealth Partners’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
Q1 | – | Sell |
-527
| Closed | -$300K | – | 70 |
|
|
2024
Q4 | $300K | Buy |
527
+1
| +0.2% | +$569 | 0.38% | 49 |
|
|
2024
Q3 | $300K | Hold |
526
| – | – | 0.35% | 50 |
|
|
2024
Q2 | $282K | Hold |
526
| – | – | 0.41% | 45 |
|
|
2024
Q1 | $267K | Hold |
526
| – | – | 0.54% | 30 |
|
|
2023
Q4 | $267K | Hold |
526
| – | – | 0.54% | 30 |
|
|
2023
Q3 | $240K | Hold |
526
| – | – | 0.51% | 33 |
|
|
2023
Q2 | $252K | Buy |
526
+30
| +6% | +$14.4K | 0.15% | 60 |
|
|
2023
Q1 | $227K | Sell |
496
-40
| -7% | -$18.3K | 0.18% | 30 |
|
|
2022
Q4 | $246K | Buy |
+536
| New | +$246K | 0.23% | 40 |
|