LGWM
Litman Gregory Wealth Management’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 | $483K | Hold |
852
| – | – | 0.04% | 94 |
|
|
2025
Q1 | $455K | Hold |
852
| – | – | 0.04% | 96 |
|
|
2024
Q4 | $485K | Sell |
852
-5
| -0.6% | -$2.85K | 0.04% | 87 |
|
|
2024
Q3 | $488K | Hold |
857
| – | – | 0.04% | 91 |
|
|
2024
Q2 | $459K | Hold |
857
| – | – | 0.04% | 90 |
|
|
2024
Q1 | $477K | Buy |
+857
| New | +$477K | 0.04% | 86 |
|
|
2019
Q4 | – | Sell |
-158
| Closed | -$56K | – | 245 |
|
|
2019
Q3 | $56K | Hold |
158
| – | – | 0.01% | 74 |
|
|
2019
Q2 | $56K | Hold |
158
| – | – | 0.01% | 85 |
|
|
2019
Q1 | $55K | Hold |
158
| – | – | 0.02% | 67 |
|
|
2018
Q4 | $48K | Sell |
158
-9
| -5% | -$2.73K | 0.01% | 74 |
|
|
2018
Q3 | $61K | Hold |
167
| – | – | 0.02% | 57 |
|
|
2018
Q2 | $59K | Sell |
167
-25
| -13% | -$8.83K | 0.02% | 52 |
|
|
2018
Q1 | $66K | Buy |
192
+25
| +15% | +$8.59K | 0.03% | 77 |
|
|
2017
Q4 | $58 | Hold |
167
| – | – | 0.02% | 49 |
|
|
2017
Q3 | $54K | Buy |
+167
| New | +$54K | 0.03% | 50 |
|