Jackson Grant Investment Advisers’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $155K | Buy |
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|
2025
Q2 | $147K | Sell |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $152K | Buy |
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|
2024
Q3 | $152K | Buy |
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|
2024
Q2 | $142K | Hold |
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|
2024
Q1 | $147K | Buy |
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|
2023
Q4 | $134K | Buy |
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|
2023
Q3 | $120K | Buy |
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|
2023
Q2 | $126K | Buy |
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|
2023
Q1 | $120K | Hold |
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|
2022
Q4 | $115K | Buy |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2021
Q4 | $133K | Buy |
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|
2021
Q3 | $121K | Buy |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $120K | Hold |
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|
2020
Q4 | $105K | Sell |
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|
2020
Q3 | $89K | Sell |
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|
2020
Q2 | $102K | Sell |
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|
2020
Q1 | $103K | Buy |
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|
2019
Q4 | $137K | Buy |
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|
2019
Q3 | $128K | Buy |
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|
2019
Q2 | $124K | Buy |
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|
2019
Q1 | $117K | Buy |
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|
2018
Q4 | $102K | Sell |
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|
2018
Q3 | $145K | Buy |
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|
2018
Q2 | $139K | Buy |
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|
2018
Q1 | $134K | Buy |
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|
2017
Q4 | $135K | Buy |
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|
2017
Q3 | $127K | Hold |
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|
2017
Q2 | $123K | Buy |
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|
2017
Q1 | $121K | Sell |
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|
2016
Q4 | $151K | Buy |
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|
2016
Q3 | $140K | Buy |
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|
2016
Q2 | $135K | Buy |
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|
2016
Q1 | $130K | Sell |
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|
2015
Q4 | $207K | Buy |
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