Lynch & Associates’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 | $986K | Hold |
1,740
| – | – | 0.2% | 81 |
|
|
2025
Q1 | $928K | Hold |
1,740
| – | – | 0.2% | 77 |
|
|
2024
Q4 | $991K | Hold |
1,740
| – | – | 0.22% | 74 |
|
|
2024
Q3 | $991K | Hold |
1,740
| – | – | 0.21% | 74 |
|
|
2024
Q2 | $931K | Hold |
1,740
| – | – | 0.21% | 75 |
|
|
2024
Q1 | $968K | Hold |
1,740
| – | – | 0.22% | 73 |
|
|
2023
Q4 | $883K | Hold |
1,740
| – | – | 0.21% | 74 |
|
|
2023
Q3 | $795K | Sell |
1,740
-188
| -10% | -$85.8K | 0.21% | 71 |
|
|
2023
Q2 | $923K | Hold |
1,928
| – | – | 0.24% | 67 |
|
|
2023
Q1 | $884K | Hold |
1,928
| – | – | 0.23% | 64 |
|
|
2022
Q4 | $854K | Hold |
1,928
| – | – | 0.22% | 68 |
|
|
2022
Q3 | $774K | Buy |
1,928
+109
| +6% | +$43.8K | 0.23% | 69 |
|
|
2022
Q2 | $752K | Buy |
1,819
+129
| +8% | +$53.3K | 0.2% | 67 |
|
|
2022
Q1 | $829K | Hold |
1,690
| – | – | 0.2% | 69 |
|
|
2021
Q4 | $875K | Hold |
1,690
| – | – | 0.21% | 69 |
|
|
2021
Q3 | $813K | Hold |
1,690
| – | – | 0.21% | 69 |
|
|
2021
Q2 | $830K | Sell |
1,690
-57
| -3% | -$28K | 0.21% | 69 |
|
|
2021
Q1 | $832K | Sell |
1,747
-75
| -4% | -$35.7K | 0.22% | 69 |
|
|
2020
Q4 | $765K | Hold |
1,822
| – | – | 0.21% | 70 |
|
|
2020
Q3 | $617K | Hold |
1,822
| – | – | 0.18% | 70 |
|
|
2020
Q2 | $591K | Hold |
1,822
| – | – | 0.19% | 72 |
|
|
2020
Q1 | $479K | Buy |
+1,822
| New | +$479K | 0.18% | 72 |
|