Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-44
| Closed | -$25K | – | 925 |
|
|
2024
Q3 | $25K | Hold |
44
| – | – | 0.01% | 631 |
|
|
2024
Q2 | $23K | Hold |
44
| – | – | 0.01% | 655 |
|
|
2024
Q1 | $24.5K | Hold |
44
| – | – | 0.01% | 630 |
|
|
2023
Q4 | $22K | Sell |
44
-302
| -87% | -$151K | 0.01% | 626 |
|
|
2023
Q3 | $158K | Buy |
+346
| New | +$158K | 0.06% | 245 |
|
|
2023
Q1 | $367K | Buy |
+801
| New | +$367K | 0.14% | 145 |
|
|
2022
Q4 | – | Sell |
-801
| Closed | -$321K | – | 790 |
|
|
2022
Q3 | $321K | Hold |
801
| – | – | 0.13% | 149 |
|
|
2022
Q2 | $331K | Hold |
801
| – | – | 0.15% | 144 |
|
|
2022
Q1 | $393K | Hold |
801
| – | – | 0.16% | 138 |
|
|
2021
Q4 | $415K | Buy |
+801
| New | +$415K | 0.15% | 137 |
|