Leo Wealth LLC’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 | $552K | Hold |
975
| – | – | 0.04% | 219 |
|
|
2025
Q1 | $520K | Buy |
975
+1
| +0.1% | +$533 | 0.07% | 172 |
|
|
2024
Q4 | $555K | Hold |
974
| – | – | 0.05% | 223 |
|
|
2024
Q3 | $555K | Buy |
974
+181
| +23% | +$103K | 0.05% | 211 |
|
|
2024
Q2 | $424K | Sell |
793
-75
| -9% | -$40.1K | 0.04% | 236 |
|
|
2024
Q1 | $483K | Hold |
868
| – | – | 0.05% | 217 |
|
|
2023
Q4 | $443K | Buy |
+868
| New | +$443K | 0.05% | 213 |
|