Marion Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Sell |
1,105
-930
| -46% | -$527K | 0.16% | 86 |
|
|
2025
Q1 | $1.09M | Buy |
2,035
+4
| +0.2% | +$2.13K | 0.29% | 72 |
|
|
2024
Q4 | $1.16M | Buy |
2,031
+3
| +0.1% | +$1.71K | 0.31% | 71 |
|
|
2024
Q3 | $1.16M | Buy |
2,028
+314
| +18% | +$179K | 0.31% | 70 |
|
|
2024
Q2 | $917K | Buy |
1,714
+295
| +21% | +$158K | 0.27% | 77 |
|
|
2024
Q1 | $789K | Buy |
1,419
+415
| +41% | +$231K | 0.24% | 80 |
|
|
2023
Q4 | $509K | Sell |
1,004
-19
| -2% | -$9.64K | 0.16% | 85 |
|
|
2023
Q3 | $467K | Buy |
1,023
+502
| +96% | +$229K | 0.16% | 86 |
|
|
2023
Q2 | $250K | Buy |
521
+1
| +0.2% | +$479 | 0.09% | 100 |
|
|
2023
Q1 | $238K | Buy |
520
+2
| +0.4% | +$917 | 0.09% | 100 |
|
|
2022
Q4 | $229K | Buy |
+518
| New | +$229K | 0.1% | 96 |
|