KLI
Kelman-Lazarov Inc’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
3,057
-43
| -1% | -$24.4K | 0.28% | 37 |
|
|
2025
Q1 | $1.65M | Buy |
3,100
+242
| +8% | +$129K | 0.3% | 36 |
|
|
2024
Q4 | $1.63M | Sell |
2,858
-508
| -15% | -$289K | 0.29% | 36 |
|
|
2024
Q3 | $1.92M | Sell |
3,366
-12
| -0.4% | -$6.84K | 0.33% | 37 |
|
|
2024
Q2 | $1.81M | Sell |
3,378
-6
| -0.2% | -$3.21K | 0.34% | 35 |
|
|
2024
Q1 | $1.88M | Hold |
3,384
| – | – | 0.37% | 34 |
|
|
2023
Q4 | $1.72M | Hold |
3,384
| – | – | 0.37% | 35 |
|
|
2023
Q3 | $1.55M | Sell |
3,384
-57
| -2% | -$26K | 0.37% | 36 |
|
|
2023
Q2 | $1.65M | Sell |
3,441
-300
| -8% | -$144K | 0.4% | 35 |
|
|
2023
Q1 | $1.71M | Sell |
3,741
-77
| -2% | -$35.3K | 0.45% | 29 |
|
|
2022
Q4 | $1.69M | Sell |
3,818
-1
| -0% | -$443 | 0.48% | 28 |
|
|
2022
Q3 | $1.53M | Sell |
3,819
-2
| -0.1% | -$803 | 0.52% | 23 |
|
|
2022
Q2 | $1.58M | Sell |
3,821
-106
| -3% | -$43.8K | 0.53% | 21 |
|
|
2022
Q1 | $1.93M | Hold |
3,927
| – | – | 0.64% | 20 |
|
|
2021
Q4 | $2.03M | Sell |
3,927
-206
| -5% | -$107K | 0.65% | 19 |
|
|
2021
Q3 | $1.99M | Sell |
4,133
-68
| -2% | -$32.7K | 0.7% | 18 |
|
|
2021
Q2 | $2.06M | Sell |
4,201
-344
| -8% | -$169K | 0.72% | 19 |
|
|
2021
Q1 | $2.16M | Sell |
4,545
-25
| -0.5% | -$11.9K | 0.77% | 21 |
|
|
2020
Q4 | $1.92M | Sell |
4,570
-59
| -1% | -$24.8K | 0.74% | 22 |
|
|
2020
Q3 | $1.57M | Sell |
4,629
-177
| -4% | -$60K | 0.71% | 21 |
|
|
2020
Q2 | $1.56M | Sell |
4,806
-1,022
| -18% | -$332K | 0.72% | 22 |
|
|
2020
Q1 | $1.53M | Sell |
5,828
-102
| -2% | -$26.8K | 0.82% | 20 |
|
|
2019
Q4 | $2.23M | Sell |
5,930
-10
| -0.2% | -$3.75K | 1% | 20 |
|
|
2019
Q3 | $2.09M | Hold |
5,940
| – | – | 1.03% | 21 |
|
|
2019
Q2 | $2.11M | Sell |
5,940
-272
| -4% | -$96.4K | 1.08% | 22 |
|
|
2019
Q1 | $2.15M | Buy |
6,212
+127
| +2% | +$43.9K | 1.13% | 21 |
|
|
2018
Q4 | $1.84M | Buy |
6,085
+346
| +6% | +$105K | 1.15% | 21 |
|
|
2018
Q3 | $2.11M | Sell |
5,739
-35
| -0.6% | -$12.9K | 1.23% | 23 |
|
|
2018
Q2 | $2.05M | Sell |
5,774
-109
| -2% | -$38.7K | 1.1% | 29 |
|
|
2018
Q1 | $2.01M | Sell |
5,883
-20
| -0.3% | -$6.83K | 1.08% | 28 |
|
|
2017
Q4 | $2.04M | Sell |
5,903
-12
| -0.2% | -$4.15K | 1.04% | 30 |
|
|
2017
Q3 | $1.93M | Sell |
5,915
-71
| -1% | -$23.2K | 1.02% | 30 |
|
|
2017
Q2 | $1.9M | Buy |
5,986
+100
| +2% | +$31.8K | 1.04% | 30 |
|
|
2017
Q1 | $1.84M | Sell |
5,886
-300
| -5% | -$93.7K | 1.18% | 27 |
|
|
2016
Q4 | $1.87M | Sell |
6,186
-105
| -2% | -$31.7K | 1.05% | 29 |
|
|
2016
Q3 | $1.75M | Sell |
6,291
-154
| -2% | -$42.9K | 0.99% | 31 |
|
|
2016
Q2 | $1.76M | Buy |
6,445
+5
| +0.1% | +$1.36K | 1% | 31 |
|
|
2016
Q1 | $1.7M | Buy |
+6,440
| New | +$1.7M | 1% | 29 |
|