Hohimer Wealth Management’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
Q2 | $745K | Buy |
1,316
+81
| +7% | +$45.9K | 0.13% | 132 |
|
|
2025
Q1 | $659K | Hold |
1,235
| – | – | 0.13% | 134 |
|
|
2024
Q4 | $703K | Buy |
1,235
+34
| +3% | +$19.4K | 0.13% | 131 |
|
|
2024
Q3 | $684K | Buy |
1,201
+18
| +2% | +$10.3K | 0.15% | 130 |
|
|
2024
Q2 | $633K | Hold |
1,183
| – | – | 0.15% | 141 |
|
|
2024
Q1 | $658K | Hold |
1,183
| – | – | 0.15% | 144 |
|
|
2023
Q4 | $600K | Hold |
1,183
| – | – | 0.15% | 144 |
|
|
2023
Q3 | $540K | Sell |
1,183
-50
| -4% | -$22.8K | 0.15% | 138 |
|
|
2023
Q2 | $590K | Sell |
1,233
-202
| -14% | -$96.7K | 0.16% | 139 |
|
|
2023
Q1 | $658K | Sell |
1,435
-147
| -9% | -$67.4K | 0.19% | 131 |
|
|
2022
Q4 | $700K | Hold |
1,582
| – | – | 0.22% | 91 |
|
|
2022
Q3 | $635K | Sell |
1,582
-36
| -2% | -$14.5K | 0.2% | 127 |
|
|
2022
Q2 | $669K | Buy |
1,618
+1
| +0.1% | +$413 | 0.2% | 131 |
|
|
2022
Q1 | $793K | Hold |
1,617
| – | – | 0.16% | 131 |
|
|
2021
Q4 | $837K | Hold |
1,617
| – | – | 0.18% | 125 |
|
|
2021
Q3 | $778K | Buy |
1,617
+6
| +0.4% | +$2.89K | 0.16% | 130 |
|
|
2021
Q2 | $791K | Sell |
1,611
-1
| -0.1% | -$491 | 0.16% | 132 |
|
|
2021
Q1 | $767K | Sell |
1,612
-39
| -2% | -$18.6K | 0.19% | 124 |
|
|
2020
Q4 | $693K | Buy |
1,651
+125
| +8% | +$52.5K | 0.18% | 131 |
|
|
2020
Q3 | $549K | Sell |
1,526
-36
| -2% | -$13K | 0.16% | 138 |
|
|
2020
Q2 | $507K | Sell |
1,562
-783
| -33% | -$254K | 0.17% | 142 |
|
|
2020
Q1 | $689K | Sell |
2,345
-1,552
| -40% | -$456K | 0.29% | 119 |
|
|
2019
Q4 | $1.46M | Buy |
+3,897
| New | +$1.46M | 0.51% | 91 |
|