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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$25K Hold
2024
Q2
$23K Hold
2024
Q1
$24.5K Hold
2023
Q4
$22K Sell
2023
Q3
$158K Buy
2023
Q1
$367K Buy
2022
Q4
Sell
2022
Q3
$321K Hold
2022
Q2
$331K Hold
2022
Q1
$393K Hold
2021
Q4
$415K Buy