Journey 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 | $1.12M | Buy |
1,972
+153
| +8% | +$86.7K | 0.09% | 153 |
|
|
2025
Q1 | $970K | Buy |
1,819
+63
| +4% | +$33.6K | 0.08% | 151 |
|
|
2024
Q4 | $940K | Hold |
1,756
| – | – | 0.11% | 115 |
|
|
2024
Q3 | $940K | Hold |
1,756
| – | – | 0.11% | 115 |
|
|
2024
Q2 | $940K | Buy |
1,756
+4
| +0.2% | +$2.14K | 0.11% | 115 |
|
|
2024
Q1 | $975K | Hold |
1,752
| – | – | 0.12% | 117 |
|
|
2023
Q4 | $889K | Hold |
1,752
| – | – | 0.12% | 115 |
|
|
2023
Q3 | $800K | Hold |
1,752
| – | – | 0.12% | 118 |
|
|
2023
Q2 | $839K | Buy |
1,752
+4
| +0.2% | +$1.92K | 0.12% | 118 |
|
|
2023
Q1 | $801K | Hold |
1,748
| – | – | 0.13% | 124 |
|
|
2022
Q4 | $774K | Buy |
1,748
+133
| +8% | +$58.9K | 0.19% | 101 |
|
|
2022
Q3 | $649K | Buy |
1,615
+50
| +3% | +$20.1K | 0.17% | 119 |
|
|
2022
Q2 | $717K | Buy |
1,565
+115
| +8% | +$52.7K | 0.16% | 129 |
|
|
2022
Q1 | $711K | Buy |
1,450
+750
| +107% | +$368K | 0.18% | 115 |
|
|
2021
Q4 | $362K | Hold |
700
| – | – | 0.1% | 163 |
|
|
2021
Q3 | $337K | Hold |
700
| – | – | 0.11% | 158 |
|
|
2021
Q2 | $344K | Hold |
700
| – | – | 0.11% | 156 |
|
|
2021
Q1 | $333K | Hold |
700
| – | – | 0.12% | 140 |
|
|
2020
Q4 | $294K | Buy |
+700
| New | +$294K | 0.11% | 141 |
|