Mascoma Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Hold |
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|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $106K | Hold |
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|
2024
Q4 | $113K | Hold |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $106K | Hold |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $90.4K | Hold |
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|
2023
Q2 | $96.9K | Hold |
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|
2023
Q1 | $90K | Hold |
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|
2022
Q4 | $87.7K | Sell |
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|
2022
Q3 | $176K | Hold |
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|
2022
Q2 | $181K | Hold |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $177K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $176K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $127K | Hold |
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|
2018
Q4 | $112K | Hold |
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|
2018
Q3 | $136K | Hold |
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|
2018
Q2 | $131K | Buy |
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|
2018
Q1 | $123K | Hold |
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|
2017
Q4 | $125K | Buy |
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|
2017
Q3 | $61K | Hold |
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|
2017
Q2 | $60K | Hold |
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|
2017
Q1 | $59K | Hold |
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|
2016
Q4 | $57K | Buy |
|