Investment Advisory 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 | $1.95M | Sell |
3,445
-25
| -0.7% | -$14.2K | 0.59% | 43 |
|
|
2025
Q1 | $1.85M | Buy |
3,470
+111
| +3% | +$59.2K | 0.62% | 41 |
|
|
2024
Q4 | $1.91M | Sell |
3,359
-85
| -2% | -$48.4K | 0.64% | 40 |
|
|
2024
Q3 | $1.96M | Sell |
3,444
-113
| -3% | -$64.4K | 0.68% | 38 |
|
|
2024
Q2 | $1.9M | Buy |
3,557
+47
| +1% | +$25.1K | 0.74% | 35 |
|
|
2024
Q1 | $1.95M | Sell |
3,510
-150
| -4% | -$83.5K | 0.81% | 33 |
|
|
2023
Q4 | $1.86M | Hold |
3,660
| – | – | 0.85% | 30 |
|
|
2023
Q3 | $1.67M | Sell |
3,660
-1
| -0% | -$457 | 0.87% | 31 |
|
|
2023
Q2 | $1.75M | Sell |
3,661
-18
| -0.5% | -$8.62K | 0.9% | 31 |
|
|
2023
Q1 | $1.69M | Hold |
3,679
| – | – | 0.97% | 28 |
|
|
2022
Q4 | $1.63M | Sell |
3,679
-4
| -0.1% | -$1.77K | 1% | 27 |
|
|
2022
Q3 | $1.48M | Buy |
3,683
+1
| +0% | +$402 | 1.03% | 28 |
|
|
2022
Q2 | $1.52M | Hold |
3,682
| – | – | 1.04% | 27 |
|
|
2022
Q1 | $1.81M | Hold |
3,682
| – | – | 1.1% | 24 |
|
|
2021
Q4 | $1.8M | Buy |
+3,682
| New | +$1.8M | 1.15% | 24 |
|