Intelligent Financial Strategies’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 | $2.13M | Sell |
3,743
-103
| -3% | -$58.5K | 1.13% | 15 |
|
|
2025
Q1 | $2.06M | Hold |
3,846
| – | – | 1.07% | 14 |
|
|
2024
Q4 | $2.2M | Sell |
3,846
-11
| -0.3% | -$6.29K | 1.22% | 15 |
|
|
2024
Q3 | $2.2M | Hold |
3,857
| – | – | 1.21% | 13 |
|
|
2024
Q2 | $2.07M | Hold |
3,857
| – | – | 1.27% | 12 |
|
|
2024
Q1 | $2.15M | Hold |
3,857
| – | – | 1.33% | 12 |
|
|
2023
Q4 | $1.96M | Buy |
3,857
+6
| +0.2% | +$3.06K | 1.37% | 14 |
|
|
2023
Q3 | $1.76M | Buy |
3,851
+4
| +0.1% | +$1.83K | 1.31% | 14 |
|
|
2023
Q2 | $1.85M | Buy |
3,847
+4
| +0.1% | +$1.92K | 1.35% | 13 |
|
|
2023
Q1 | $1.76M | Buy |
3,843
+5
| +0.1% | +$2.29K | 1.38% | 12 |
|
|
2022
Q4 | $1.71M | Hold |
3,838
| – | – | 1.44% | 13 |
|
|
2022
Q3 | $1.54M | Hold |
3,838
| – | – | 1.62% | 15 |
|
|
2022
Q2 | $1.59M | Hold |
3,838
| – | – | 1.61% | 15 |
|
|
2022
Q1 | $1.88M | Hold |
3,838
| – | – | 1.83% | 13 |
|
|
2021
Q4 | $1.99M | Buy |
+3,838
| New | +$1.99M | 1.79% | 14 |
|