Lumbard & Kellner’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 | $204K | Buy |
+360
| New | +$204K | 0.09% | 86 |
|
2025
Q1 | – | Sell |
-360
| Closed | -$205K | – | 85 |
|
2024
Q4 | $205K | Hold |
360
| – | – | 0.09% | 78 |
|
2024
Q3 | $205K | Buy |
+360
| New | +$205K | 0.09% | 78 |
|
2024
Q2 | – | Sell |
-360
| Closed | -$200K | – | 78 |
|
2024
Q1 | $200K | Buy |
+360
| New | +$200K | 0.1% | 69 |
|