Laurel Wealth Advisors (North Carolina)’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $245K | Buy |
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|
2025
Q1 | $131K | Sell |
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|
2024
Q4 | $157K | Hold |
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|
2024
Q3 | $157K | Sell |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $198K | Sell |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $206K | Buy |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $186K | Hold |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $213K | Buy |
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|
2020
Q4 | $174K | Hold |
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|
2020
Q3 | $141K | Hold |
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|
2020
Q2 | $135K | Buy |
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|
2020
Q1 | $109K | Buy |
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|
2019
Q4 | $153K | Hold |
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|
2019
Q3 | $143K | Hold |
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|
2019
Q2 | $144K | Hold |
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|
2019
Q1 | $140K | Hold |
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|
2018
Q4 | $123K | Buy |
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