Inspirion Wealth Advisors’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 | $252K | Hold |
445
| – | – | 0.03% | 136 |
|
|
2025
Q1 | $237K | Hold |
445
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $255K | Hold |
445
| – | – | 0.04% | 128 |
|
|
2024
Q3 | $253K | Buy |
445
+25
| +6% | +$14.2K | 0.04% | 130 |
|
|
2024
Q2 | $225K | Hold |
420
| – | – | 0.03% | 135 |
|
|
2024
Q1 | $234K | Sell |
420
-10
| -2% | -$5.56K | 0.04% | 131 |
|
|
2023
Q4 | $217K | Sell |
430
-80
| -16% | -$40.5K | 0.04% | 128 |
|
|
2023
Q3 | $233K | Hold |
510
| – | – | 0.05% | 125 |
|
|
2023
Q2 | $244K | Sell |
510
-83
| -14% | -$39.8K | 0.05% | 123 |
|
|
2023
Q1 | $272K | Buy |
+593
| New | +$272K | 0.05% | 114 |
|