Houlihan Financial Resource Group’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 | $3.98M | Sell |
6,965
-279
| -4% | -$159K | 1.65% | 21 |
|
|
2025
Q1 | $3.86M | Sell |
7,244
-183
| -2% | -$97.6K | 1.74% | 21 |
|
|
2024
Q4 | $4.23M | Sell |
7,427
-168
| -2% | -$95.7K | 1.8% | 19 |
|
|
2024
Q3 | $4.33M | Sell |
7,595
-81
| -1% | -$46.1K | 1.79% | 21 |
|
|
2024
Q2 | $4.11M | Hold |
7,676
| – | – | 2.8% | 12 |
|
|
2024
Q1 | $4.27M | Buy |
7,676
+1
| +0% | +$556 | 1.92% | 17 |
|
|
2023
Q4 | $3.89M | Hold |
7,675
| – | – | 1.89% | 17 |
|
|
2023
Q3 | $3.42M | Sell |
7,675
-208,825
| -96% | -$93.1M | 1.83% | 17 |
|
|
2023
Q2 | $98.7M | Buy |
216,500
+208,816
| +2,718% | +$95.2M | 3.07% | 10 |
|
|
2023
Q1 | $3.52M | Sell |
7,684
-50
| -0.6% | -$22.9K | 1.92% | 16 |
|
|
2022
Q4 | $3.53M | Hold |
7,734
| – | – | 2.03% | 16 |
|
|
2022
Q3 | $3.28M | Buy |
+7,734
| New | +$3.28M | 1.99% | 17 |
|
|
2020
Q3 | $3M | Buy |
+7,805
| New | +$3M | 1.73% | 18 |
|
|
2020
Q1 | $2.28M | Sell |
8,654
-59
| -0.7% | -$15.5K | 1.98% | 17 |
|
|
2019
Q4 | $3.27M | Buy |
+8,713
| New | +$3.27M | 2.12% | 14 |
|