JFS Wealth Advisors’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 | $1.22M | Sell |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $1.11M | Buy |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $271K | Hold |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $316K | Hold |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $298K | Hold |
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|
2020
Q3 | $240K | Sell |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | $186K | Hold |
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|
2019
Q4 | $266K | Hold |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $443K | Sell |
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|
2019
Q1 | $449K | Buy |
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|
2018
Q4 | $393K | Sell |
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|
2018
Q3 | $492K | Sell |
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|
2018
Q2 | $492K | Hold |
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|
2018
Q1 | $474K | Buy |
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|
2017
Q4 | $479K | Hold |
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|
2017
Q3 | $452K | Hold |
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|
2017
Q2 | $440K | Hold |
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|
2017
Q1 | $418K | Hold |
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|
2016
Q4 | $418K | Buy |
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|
2016
Q3 | $391K | Hold |
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|
2016
Q2 | $377K | Hold |
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|
2016
Q1 | $364K | Buy |
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|
2015
Q4 | $352K | Buy |
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|
2015
Q3 | $187K | Buy |
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|
2015
Q2 | $27K | Hold |
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|
2015
Q1 | $28K | Hold |
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|
2014
Q4 | $26K | Hold |
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|
2014
Q3 | $25K | Hold |
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|
2014
Q2 | $26K | Buy |
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