LRI Investments’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 | $274K | Buy |
484
+160
| +49% | +$90.7K | 0.02% | 239 |
|
|
2025
Q1 | $173K | Buy |
324
+92
| +40% | +$49.1K | 0.02% | 292 |
|
|
2024
Q4 | $132K | Sell |
232
-747
| -76% | -$425K | 0.01% | 364 |
|
|
2024
Q3 | $580K | Buy |
979
+747
| +322% | +$443K | 0.06% | 134 |
|
|
2024
Q2 | $124K | Buy |
232
+50
| +27% | +$26.8K | 0.01% | 342 |
|
|
2024
Q1 | $101K | Buy |
+182
| New | +$101K | 0.03% | 201 |
|