Lantern 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 | $273K | Buy |
+481
| New | +$273K | 0.16% | 123 |
|
|
2024
Q4 | $273K | Buy |
478
+1
| +0.2% | +$571 | 0.18% | 105 |
|
|
2024
Q3 | $272K | Buy |
477
+1
| +0.2% | +$571 | 0.19% | 104 |
|
|
2024
Q2 | $255K | Hold |
476
| – | – | 0.18% | 100 |
|
|
2024
Q1 | $265K | Buy |
476
+27
| +6% | +$15K | 0.19% | 109 |
|
|
2023
Q4 | $228K | Buy |
+449
| New | +$228K | 0.18% | 109 |
|