Kingswood Wealth Advisors’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 | $499K | Sell |
880
-43
| -5% | -$24.4K | 0.04% | 414 |
|
|
2025
Q1 | $493K | Sell |
923
-182
| -16% | -$97.2K | 0.05% | 400 |
|
|
2024
Q4 | $629K | Buy |
+1,105
| New | +$629K | 0.05% | 378 |
|
|
2024
Q2 | – | Sell |
-742
| Closed | -$413K | – | 696 |
|
|
2024
Q1 | $413K | Sell |
742
-40
| -5% | -$22.3K | 0.05% | 391 |
|
|
2023
Q4 | $397K | Buy |
782
+282
| +56% | +$143K | 0.05% | 400 |
|
|
2023
Q3 | $228K | Buy |
+500
| New | +$228K | 0.04% | 366 |
|