M&R Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $147K | Buy |
258
+98
| +61% | +$55.8K | 0.03% | 159 |
|
|
2024
Q2 | $85.6K | Hold |
160
| – | – | 0.02% | 187 |
|
|
2024
Q1 | $89K | Hold |
160
| – | – | 0.02% | 184 |
|
|
2023
Q4 | $81.2K | Sell |
160
-30
| -16% | -$15.2K | 0.02% | 212 |
|
|
2023
Q3 | $86.8K | Hold |
190
| – | – | 0.02% | 198 |
|
|
2023
Q2 | $91K | Hold |
190
| – | – | 0.02% | 195 |
|
|
2023
Q1 | $87.1K | Sell |
190
-75
| -28% | -$34.4K | 0.02% | 196 |
|
|
2022
Q4 | $117K | Buy |
+265
| New | +$117K | 0.03% | 175 |
|
|
2020
Q1 | – | Sell |
-550
| Closed | -$206K | – | 481 |
|
|
2019
Q4 | $206K | Hold |
550
| – | – | 0.05% | 168 |
|
|
2019
Q3 | $193K | Hold |
550
| – | – | 0.04% | 178 |
|
|
2019
Q2 | $195K | Hold |
550
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $197K | Hold |
550
| – | – | 0.04% | 172 |
|
|
2018
Q4 | $166K | Hold |
550
| – | – | 0.04% | 175 |
|
|
2018
Q3 | $202K | Hold |
550
| – | – | 0.04% | 177 |
|
|
2018
Q2 | $195K | Hold |
550
| – | – | 0.04% | 179 |
|
|
2018
Q1 | $187K | Hold |
550
| – | – | 0.04% | 185 |
|
|
2017
Q4 | $189K | Hold |
550
| – | – | 0.04% | 188 |
|
|
2017
Q3 | $179K | Hold |
550
| – | – | 0.04% | 189 |
|
|
2017
Q2 | $171K | Hold |
550
| – | – | 0.04% | 194 |
|
|
2017
Q1 | $171K | Hold |
550
| – | – | 0.04% | 193 |
|
|
2016
Q4 | $165K | Hold |
550
| – | – | 0.04% | 190 |
|
|
2016
Q3 | $155K | Hold |
550
| – | – | 0.04% | 193 |
|
|
2016
Q2 | $149K | Buy |
+550
| New | +$149K | 0.04% | 189 |
|