Lionsbridge Wealth Management’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 | $2.03M | Buy |
3,588
+101
| +3% | +$57.2K | 2.02% | 16 |
|
|
2025
Q1 | $1.86M | Sell |
3,487
-335
| -9% | -$179K | 1.65% | 20 |
|
|
2024
Q4 | $2.18M | Sell |
3,822
-258
| -6% | -$147K | 1.83% | 18 |
|
|
2024
Q3 | $2.32M | Sell |
4,080
-38
| -0.9% | -$21.6K | 1.84% | 17 |
|
|
2024
Q2 | $2.2M | Sell |
4,118
-1,682
| -29% | -$900K | 1.77% | 20 |
|
|
2024
Q1 | $3.23M | Sell |
5,800
-250
| -4% | -$139K | 2.5% | 13 |
|
|
2023
Q4 | $3.07M | Buy |
6,050
+222
| +4% | +$113K | 2.45% | 17 |
|
|
2023
Q3 | $2.66M | Sell |
5,828
-1,646
| -22% | -$752K | 2.52% | 12 |
|
|
2023
Q2 | $3.58M | Buy |
7,474
+1,857
| +33% | +$889K | 3.2% | 10 |
|
|
2023
Q1 | $2.57M | Buy |
5,617
+2,094
| +59% | +$960K | 2.38% | 11 |
|
|
2022
Q4 | $1.56M | Buy |
+3,523
| New | +$1.56M | 1.52% | 22 |
|
|
2022
Q2 | – | Sell |
-2,113
| Closed | -$1.04M | – | 47 |
|
|
2022
Q1 | $1.04M | Sell |
2,113
-60
| -3% | -$29.4K | 1.2% | 41 |
|
|
2021
Q4 | $1.12M | Buy |
+2,173
| New | +$1.12M | 1.21% | 45 |
|