HPC
Hobart Private Capital’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 | $202K | Sell |
357
-120
| -25% | -$68K | 0.05% | 111 |
|
2025
Q1 | $254K | Buy |
477
+99
| +26% | +$52.8K | 0.06% | 88 |
|
2024
Q4 | $215K | Buy |
+378
| New | +$215K | 0.05% | 89 |
|
2023
Q4 | – | Sell |
-4,158
| Closed | -$1.9M | – | 60 |
|
2023
Q3 | $1.9M | Buy |
+4,158
| New | +$1.9M | 0.72% | 21 |
|
2019
Q3 | – | Sell |
-693
| Closed | -$246K | – | 152 |
|
2019
Q2 | $246K | Sell |
693
-632
| -48% | -$224K | 0.17% | 125 |
|
2019
Q1 | $458K | Sell |
1,325
-448
| -25% | -$155K | 0.35% | 73 |
|
2018
Q4 | $537K | Buy |
1,773
+122
| +7% | +$36.9K | 0.46% | 64 |
|
2018
Q3 | $607K | Buy |
1,651
+214
| +15% | +$78.6K | 0.47% | 63 |
|
2018
Q2 | $510K | Sell |
1,437
-278
| -16% | -$98.7K | 0.42% | 70 |
|
2018
Q1 | $586K | Buy |
1,715
+38
| +2% | +$13K | 0.51% | 62 |
|
2017
Q4 | $579K | Buy |
+1,677
| New | +$579K | 0.52% | 63 |
|