IHT Wealth Management’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 | $249K | Sell |
440
-28
| -6% | -$15.9K | 0.01% | 974 |
|
|
2025
Q1 | $250K | Sell |
468
-7
| -1% | -$3.73K | 0.01% | 932 |
|
|
2024
Q4 | $271K | Sell |
475
-514
| -52% | -$293K | 0.01% | 888 |
|
|
2024
Q3 | $562K | Buy |
989
+384
| +63% | +$218K | 0.02% | 686 |
|
|
2024
Q2 | $324K | Sell |
605
-21
| -3% | -$11.2K | 0.01% | 773 |
|
|
2024
Q1 | $348K | Sell |
626
-419
| -40% | -$233K | 0.01% | 747 |
|
|
2023
Q4 | $530K | Sell |
1,045
-91
| -8% | -$46.2K | 0.02% | 579 |
|
|
2023
Q3 | $519K | Buy |
1,136
+118
| +12% | +$53.9K | 0.03% | 545 |
|
|
2023
Q2 | $487K | Hold |
1,018
| – | – | 0.03% | 548 |
|
|
2023
Q1 | $467K | Buy |
1,018
+5
| +0.5% | +$2.29K | 0.03% | 522 |
|
|
2022
Q4 | $448K | Buy |
1,013
+100
| +11% | +$44.3K | 0.03% | 522 |
|
|
2022
Q3 | $367K | Buy |
+913
| New | +$367K | 0.03% | 546 |
|
|
2022
Q2 | – | Sell |
-478
| Closed | -$234K | – | 781 |
|
|
2022
Q1 | $234K | Sell |
478
-4
| -0.8% | -$1.96K | 0.02% | 658 |
|
|
2021
Q4 | $250K | Sell |
482
-182
| -27% | -$94.4K | 0.02% | 675 |
|
|
2021
Q3 | $319K | Sell |
664
-2,745
| -81% | -$1.32M | 0.03% | 574 |
|
|
2021
Q2 | $1.67M | Buy |
3,409
+2,771
| +434% | +$1.36M | 0.11% | 194 |
|
|
2021
Q1 | $304K | Buy |
+638
| New | +$304K | 0.02% | 630 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$28K | – | 977 |
|
|
2018
Q1 | $28K | Sell |
85
-8
| -9% | -$2.64K | 0.01% | 865 |
|
|
2017
Q4 | $33K | Buy |
93
+58
| +166% | +$20.6K | 0.01% | 832 |
|
|
2017
Q3 | $12K | Hold |
35
| – | – | 0.01% | 914 |
|
|
2017
Q2 | $80 | Hold |
35
| – | – | 0.04% | 391 |
|
|
2017
Q1 | $11K | Hold |
35
| – | – | 0.01% | 812 |
|
|
2016
Q4 | $11K | Buy |
+35
| New | +$11K | 0.01% | 776 |
|