L.J. Altfest & Co’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 | $464K | Sell |
819
-1,583
| -66% | -$897K | 0.05% | 231 |
|
|
2025
Q1 | $1.28M | Sell |
2,402
-22,067
| -90% | -$11.8M | 0.16% | 101 |
|
|
2024
Q4 | $13.9M | Buy |
24,469
+22,332
| +1,045% | +$12.7M | 1.78% | 18 |
|
|
2024
Q3 | $1.22M | Buy |
2,137
+109
| +5% | +$62.1K | 0.16% | 105 |
|
|
2024
Q2 | $1.09M | Sell |
2,028
-400
| -16% | -$214K | 0.15% | 108 |
|
|
2024
Q1 | $1.35M | Sell |
2,428
-785
| -24% | -$437K | 0.19% | 87 |
|
|
2023
Q4 | $1.63M | Buy |
3,213
+1,171
| +57% | +$594K | 0.24% | 74 |
|
|
2023
Q3 | $933K | Buy |
2,042
+66
| +3% | +$30.2K | 0.15% | 119 |
|
|
2023
Q2 | $946K | Buy |
1,976
+44
| +2% | +$21.1K | 0.14% | 112 |
|
|
2023
Q1 | $886K | Sell |
1,932
-6,809
| -78% | -$3.12M | 0.14% | 108 |
|
|
2022
Q4 | $3.87M | Buy |
8,741
+6,750
| +339% | +$2.99M | 0.64% | 33 |
|
|
2022
Q3 | $800K | Buy |
1,991
+423
| +27% | +$170K | 0.15% | 101 |
|
|
2022
Q2 | $649K | Buy |
1,568
+60
| +4% | +$24.8K | 0.12% | 122 |
|
|
2022
Q1 | $740K | Buy |
1,508
+219
| +17% | +$107K | 0.13% | 117 |
|
|
2021
Q4 | $667K | Buy |
1,289
+561
| +77% | +$290K | 0.13% | 120 |
|
|
2021
Q3 | $350K | Buy |
728
+34
| +5% | +$16.3K | 0.07% | 182 |
|
|
2021
Q2 | $341K | Buy |
694
+41
| +6% | +$20.1K | 0.07% | 191 |
|
|
2021
Q1 | $311K | Buy |
653
+87
| +15% | +$41.4K | 0.07% | 202 |
|
|
2020
Q4 | $238K | Buy |
+566
| New | +$238K | 0.06% | 228 |
|