Howard Capital Management 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 | $405K | Sell |
715
-20
| -3% | -$11.3K | 0.03% | 90 |
|
|
2025
Q1 | $392K | Hold |
735
| – | – | 0.03% | 89 |
|
|
2024
Q4 | $419K | Sell |
735
-10
| -1% | -$5.7K | 0.03% | 89 |
|
|
2024
Q3 | $424K | Hold |
745
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $399K | Hold |
745
| – | – | 0.03% | 88 |
|
|
2024
Q1 | $415K | Sell |
745
-40
| -5% | -$22.3K | 0.03% | 87 |
|
|
2023
Q4 | $398K | Hold |
785
| – | – | 0.03% | 80 |
|
|
2023
Q3 | $358K | Hold |
785
| – | – | 0.03% | 80 |
|
|
2023
Q2 | $376K | Hold |
785
| – | – | 0.04% | 76 |
|
|
2023
Q1 | $360K | Hold |
785
| – | – | 0.04% | 80 |
|
|
2022
Q4 | $348K | Hold |
785
| – | – | 0.04% | 76 |
|
|
2022
Q3 | $315K | Sell |
785
-15
| -2% | -$6.02K | 0.04% | 74 |
|
|
2022
Q2 | $331K | Sell |
800
-30
| -4% | -$12.4K | 0.04% | 74 |
|
|
2022
Q1 | $407K | Buy |
830
+80
| +11% | +$39.2K | 0.04% | 76 |
|
|
2021
Q4 | $388K | Sell |
750
-10
| -1% | -$5.17K | 0.03% | 85 |
|
|
2021
Q3 | $365K | Hold |
760
| – | – | 0.03% | 81 |
|
|
2021
Q2 | $373K | Hold |
760
| – | – | 0.04% | 77 |
|
|
2021
Q1 | $362K | Buy |
+760
| New | +$362K | 0.04% | 74 |
|