Kingsview Wealth Management’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 | $1.22M | Sell |
2,148
-173
| -7% | -$98K | 0.02% | 538 |
|
|
2025
Q1 | $1.24M | Sell |
2,321
-172
| -7% | -$91.8K | 0.02% | 489 |
|
|
2024
Q4 | $1.42M | Sell |
2,493
-1,624
| -39% | -$925K | 0.03% | 469 |
|
|
2024
Q3 | $2.35M | Sell |
4,117
-23
| -0.6% | -$13.1K | 0.05% | 336 |
|
|
2024
Q2 | $2.22M | Buy |
4,140
+25
| +0.6% | +$13.4K | 0.05% | 326 |
|
|
2024
Q1 | $2.29M | Buy |
4,115
+182
| +5% | +$101K | 0.06% | 310 |
|
|
2023
Q4 | $2M | Buy |
3,933
+226
| +6% | +$115K | 0.06% | 282 |
|
|
2023
Q3 | $1.69M | Buy |
3,707
+344
| +10% | +$157K | 0.06% | 317 |
|
|
2023
Q2 | $1.61M | Sell |
3,363
-56
| -2% | -$26.8K | 0.06% | 291 |
|
|
2023
Q1 | $1.57M | Hold |
3,419
| – | – | 0.07% | 284 |
|
|
2022
Q4 | $1.51M | Sell |
3,419
-5
| -0.1% | -$2.21K | 0.07% | 274 |
|
|
2022
Q3 | $1.38M | Sell |
3,424
-112
| -3% | -$45K | 0.07% | 273 |
|
|
2022
Q2 | $1.46M | Buy |
3,536
+1,481
| +72% | +$612K | 0.07% | 275 |
|
|
2022
Q1 | $1.01M | Buy |
2,055
+21
| +1% | +$10.3K | 0.04% | 393 |
|
|
2021
Q4 | $1.05M | Buy |
2,034
+57
| +3% | +$29.5K | 0.04% | 377 |
|
|
2021
Q3 | $951K | Hold |
1,977
| – | – | 0.05% | 390 |
|
|
2021
Q2 | $979K | Buy |
1,977
+450
| +29% | +$223K | 0.05% | 385 |
|
|
2021
Q1 | $737K | Sell |
1,527
-6,702
| -81% | -$3.23M | 0.04% | 418 |
|
|
2020
Q4 | $3.46M | Buy |
8,229
+218
| +3% | +$91.6K | 0.25% | 95 |
|
|
2020
Q3 | $2.71M | Buy |
8,011
+3,656
| +84% | +$1.24M | 0.24% | 100 |
|
|
2020
Q2 | $1.41M | Buy |
4,355
+734
| +20% | +$238K | 0.14% | 160 |
|
|
2020
Q1 | $952K | Buy |
3,621
+327
| +10% | +$86K | 0.13% | 183 |
|
|
2019
Q4 | $1.24M | Buy |
+3,294
| New | +$1.24M | 0.16% | 171 |
|