Lowery Thomas 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 | $208K | Buy |
+367
| New | +$208K | 0.13% | 51 |
|
2025
Q1 | – | Sell |
-365
| Closed | -$208K | – | 59 |
|
2024
Q4 | $208K | Buy |
365
+1
| +0.3% | +$570 | 0.14% | 54 |
|
2024
Q3 | $207K | Buy |
+364
| New | +$207K | 0.14% | 52 |
|
2024
Q2 | – | Sell |
-362
| Closed | -$201K | – | 47 |
|
2024
Q1 | $201K | Buy |
+362
| New | +$201K | 0.15% | 46 |
|