Hohimer Wealth Management’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 | $784K | Hold |
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|
2025
Q2 | $745K | Buy |
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|
2025
Q1 | $659K | Hold |
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|
2024
Q4 | $703K | Buy |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $633K | Hold |
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|
2024
Q1 | $658K | Hold |
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|
2023
Q4 | $600K | Hold |
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|
2023
Q3 | $540K | Sell |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $700K | Hold |
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|
2022
Q3 | $635K | Sell |
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|
2022
Q2 | $669K | Buy |
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|
2022
Q1 | $793K | Hold |
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|
2021
Q4 | $837K | Hold |
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|
2021
Q3 | $778K | Buy |
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|
2021
Q2 | $791K | Sell |
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|
2021
Q1 | $767K | Sell |
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|
2020
Q4 | $693K | Buy |
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|
2020
Q3 | $549K | Sell |
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|
2020
Q2 | $507K | Sell |
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|
2020
Q1 | $689K | Sell |
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|
2019
Q4 | $1.46M | Buy |
|