LFS
Legacy Financial Strategies’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $326K | Hold |
576
| – | – | 0.06% | 94 |
|
2025
Q1 | $307K | Hold |
576
| – | – | 0.07% | 87 |
|
2024
Q4 | $327K | Hold |
576
| – | – | 0.07% | 84 |
|
2024
Q3 | $328K | Hold |
576
| – | – | 0.07% | 86 |
|
2024
Q2 | $307K | Hold |
576
| – | – | 0.07% | 73 |
|
2024
Q1 | $320K | Hold |
576
| – | – | 0.08% | 69 |
|
2023
Q4 | $292K | Hold |
576
| – | – | 0.08% | 70 |
|
2023
Q3 | $256K | Hold |
576
| – | – | 0.08% | 64 |
|
2023
Q2 | $276K | Hold |
576
| – | – | 0.09% | 64 |
|
2023
Q1 | $264K | Hold |
576
| – | – | 0.1% | 61 |
|
2022
Q4 | $255K | Hold |
576
| – | – | 0.11% | 59 |
|
2022
Q3 | $231K | Buy |
+576
| New | +$231K | 0.11% | 58 |
|