IAG Wealth Partners’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 | $222K | Hold |
392
| – | – | 0.03% | 107 |
|
|
2025
Q1 | $209K | Hold |
392
| – | – | 0.03% | 106 |
|
|
2024
Q4 | $223K | Hold |
392
| – | – | 0.04% | 95 |
|
|
2024
Q3 | $223K | Buy |
392
+119
| +44% | +$67.8K | 0.04% | 95 |
|
|
2024
Q2 | $146K | Buy |
273
+44
| +19% | +$23.5K | 0.03% | 105 |
|
|
2024
Q1 | $127K | Buy |
229
+203
| +781% | +$113K | 0.03% | 108 |
|
|
2023
Q4 | $13.2K | Hold |
26
| – | – | ﹤0.01% | 275 |
|
|
2023
Q3 | $11.9K | Hold |
26
| – | – | ﹤0.01% | 279 |
|
|
2023
Q2 | $12.5K | Hold |
26
| – | – | ﹤0.01% | 285 |
|
|
2023
Q1 | $11.9K | Hold |
26
| – | – | ﹤0.01% | 287 |
|
|
2022
Q4 | $11.5K | Hold |
26
| – | – | ﹤0.01% | 271 |
|
|
2022
Q3 | $10K | Hold |
26
| – | – | ﹤0.01% | 277 |
|
|
2022
Q2 | $11K | Hold |
26
| – | – | ﹤0.01% | 270 |
|
|
2022
Q1 | $13K | Hold |
26
| – | – | ﹤0.01% | 269 |
|
|
2021
Q4 | $13K | Hold |
26
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $13K | Sell |
26
-42
| -62% | -$21K | ﹤0.01% | 241 |
|
|
2021
Q2 | $34K | Sell |
68
-12
| -15% | -$6K | 0.01% | 154 |
|
|
2021
Q1 | $39K | Sell |
80
-3
| -4% | -$1.46K | 0.01% | 130 |
|
|
2020
Q4 | $35K | Sell |
83
-43
| -34% | -$18.1K | 0.01% | 129 |
|
|
2020
Q3 | $43K | Hold |
126
| – | – | 0.02% | 109 |
|
|
2020
Q2 | $41K | Hold |
126
| – | – | 0.02% | 114 |
|
|
2020
Q1 | $34K | Sell |
126
-291
| -70% | -$78.5K | 0.02% | 116 |
|
|
2019
Q4 | $157K | Buy |
+417
| New | +$157K | 0.1% | 53 |
|