Investment 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 | $217K | Hold |
383
| – | – | 0.08% | 151 |
|
|
2025
Q1 | $204K | Sell |
383
-185
| -33% | -$98.7K | 0.08% | 142 |
|
|
2024
Q4 | $324K | Hold |
568
| – | – | 0.13% | 121 |
|
|
2024
Q3 | $324K | Hold |
568
| – | – | 0.13% | 120 |
|
|
2024
Q2 | $304K | Hold |
568
| – | – | 0.14% | 121 |
|
|
2024
Q1 | $316K | Hold |
568
| – | – | 0.14% | 120 |
|
|
2023
Q4 | $288K | Hold |
568
| – | – | 0.14% | 118 |
|
|
2023
Q3 | $259K | Hold |
568
| – | – | 0.14% | 121 |
|
|
2023
Q2 | $272K | Hold |
568
| – | – | 0.14% | 117 |
|
|
2023
Q1 | $260K | Hold |
568
| – | – | 0.14% | 118 |
|
|
2022
Q4 | $252K | Sell |
568
-232
| -29% | -$103K | 0.13% | 122 |
|
|
2022
Q3 | $321K | Buy |
800
+223
| +39% | +$89.5K | 0.1% | 184 |
|
|
2022
Q2 | $239K | Hold |
577
| – | – | 0.12% | 136 |
|
|
2022
Q1 | $283K | Hold |
577
| – | – | 0.12% | 132 |
|
|
2021
Q4 | $299K | Sell |
577
-16
| -3% | -$8.29K | 0.12% | 133 |
|
|
2021
Q3 | $285K | Sell |
593
-10
| -2% | -$4.81K | 0.13% | 136 |
|
|
2021
Q2 | $296K | Hold |
603
| – | – | 0.14% | 131 |
|
|
2021
Q1 | $287K | Buy |
+603
| New | +$287K | 0.14% | 127 |
|