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 |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
138,788
+138,543
| +56,548% | +$245K | ﹤0.01% | 414 |
|
|
2025
Q1 | $131K | Sell |
245
-30
| -11% | -$16K | 0.02% | 209 |
|
|
2024
Q4 | $157K | Hold |
275
| – | – | 0.02% | 192 |
|
|
2024
Q3 | $157K | Sell |
275
-30
| -10% | -$17.1K | 0.03% | 197 |
|
|
2024
Q2 | $163K | Sell |
305
-50
| -14% | -$26.8K | 0.03% | 186 |
|
|
2024
Q1 | $198K | Sell |
355
-97
| -21% | -$54K | 0.03% | 175 |
|
|
2023
Q4 | $229K | Hold |
452
| – | – | 0.04% | 162 |
|
|
2023
Q3 | $206K | Buy |
452
+1
| +0.2% | +$456 | 0.04% | 165 |
|
|
2023
Q2 | $216K | Hold |
451
| – | – | 0.04% | 162 |
|
|
2023
Q1 | $207K | Hold |
451
| – | – | 0.04% | 165 |
|
|
2022
Q4 | $199K | Buy |
451
+1
| +0.2% | +$442 | 0.05% | 161 |
|
|
2022
Q3 | $181K | Buy |
450
+1
| +0.2% | +$402 | 0.05% | 161 |
|
|
2022
Q2 | $186K | Hold |
449
| – | – | 0.05% | 159 |
|
|
2022
Q1 | $220K | Hold |
449
| – | – | 0.05% | 159 |
|
|
2021
Q4 | $232K | Hold |
449
| – | – | 0.05% | 157 |
|
|
2021
Q3 | $216K | Buy |
449
+1
| +0.2% | +$481 | 0.05% | 157 |
|
|
2021
Q2 | $220K | Hold |
448
| – | – | 0.05% | 161 |
|
|
2021
Q1 | $213K | Buy |
448
+33
| +8% | +$15.7K | 0.05% | 156 |
|
|
2020
Q4 | $174K | Hold |
415
| – | – | 0.05% | 159 |
|
|
2020
Q3 | $141K | Hold |
415
| – | – | 0.04% | 161 |
|
|
2020
Q2 | $135K | Buy |
415
+1
| +0.2% | +$325 | 0.04% | 155 |
|
|
2020
Q1 | $109K | Buy |
414
+7
| +2% | +$1.84K | 0.04% | 156 |
|
|
2019
Q4 | $153K | Hold |
407
| – | – | 0.05% | 156 |
|
|
2019
Q3 | $143K | Hold |
407
| – | – | 0.05% | 154 |
|
|
2019
Q2 | $144K | Hold |
407
| – | – | 0.05% | 154 |
|
|
2019
Q1 | $140K | Hold |
407
| – | – | 0.05% | 153 |
|
|
2018
Q4 | $123K | Buy |
+407
| New | +$123K | 0.05% | 151 |
|