Iron Horse Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
1,421
+41
| +3% | +$3.56K | 0.04% | 79 |
|
|
2025
Q1 | $110K | Buy |
1,380
+250
| +22% | +$19.9K | 0.04% | 72 |
|
|
2024
Q4 | $98.2K | Buy |
1,130
+46
| +4% | +$4K | 0.03% | 75 |
|
|
2024
Q3 | $95.1K | Sell |
1,084
-7
| -0.6% | -$614 | 0.03% | 70 |
|
|
2024
Q2 | $91.7K | Hold |
1,091
| – | – | 0.04% | 64 |
|
|
2024
Q1 | $95.2K | Sell |
1,091
-33
| -3% | -$2.88K | 0.04% | 61 |
|
|
2023
Q4 | $85.1K | Hold |
1,124
| – | – | 0.04% | 64 |
|
|
2023
Q3 | $77.7K | Sell |
1,124
-37
| -3% | -$2.56K | 0.04% | 63 |
|
|
2023
Q2 | $83.2K | Sell |
1,161
-294
| -20% | -$21.1K | 0.04% | 59 |
|
|
2023
Q1 | $99.6K | Hold |
1,455
| – | – | 0.05% | 51 |
|
|
2022
Q4 | $95K | Buy |
1,455
+1,228
| +541% | +$80.2K | 0.05% | 52 |
|
|
2022
Q3 | $14K | Sell |
227
-1,548
| -87% | -$95.5K | 0.02% | 79 |
|
|
2022
Q2 | $108K | Sell |
1,775
-399
| -18% | -$24.3K | 0.06% | 49 |
|
|
2022
Q1 | $161K | Hold |
2,174
| – | – | 0.09% | 42 |
|
|
2021
Q4 | $177K | Hold |
2,174
| – | – | 0.1% | 42 |
|
|
2021
Q3 | $164K | Sell |
2,174
-136
| -6% | -$10.3K | 0.1% | 42 |
|
|
2021
Q2 | $179K | Sell |
2,310
-42
| -2% | -$3.26K | 0.12% | 44 |
|
|
2021
Q1 | $177K | Sell |
2,352
-36
| -2% | -$2.71K | 0.13% | 40 |
|
|
2020
Q4 | $166K | Buy |
+2,388
| New | +$166K | 0.13% | 41 |
|