Mayflower Financial Advisors’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 | $5.11M | Sell |
9,026
-491
| -5% | -$278K | 0.71% | 37 |
|
2025
Q1 | $5.08M | Sell |
9,517
-133
| -1% | -$71K | 0.77% | 31 |
|
2024
Q4 | $5.5M | Sell |
9,650
-43
| -0.4% | -$24.5K | 0.82% | 29 |
|
2024
Q3 | $5.52M | Sell |
9,693
-189
| -2% | -$108K | 0.83% | 29 |
|
2024
Q2 | $5.29M | Sell |
9,882
-123
| -1% | -$65.8K | 0.87% | 28 |
|
2024
Q1 | $5.57M | Sell |
10,005
-138
| -1% | -$76.8K | 0.93% | 23 |
|
2023
Q4 | $5.15M | Sell |
10,143
-6
| -0.1% | -$3.04K | 0.71% | 36 |
|
2023
Q3 | $4.63M | Sell |
10,149
-49
| -0.5% | -$22.4K | 0.69% | 32 |
|
2023
Q2 | $4.88M | Buy |
10,198
+2
| +0% | +$958 | 0.63% | 38 |
|
2023
Q1 | $4.67M | Sell |
10,196
-90
| -0.9% | -$41.3K | 0.61% | 39 |
|
2022
Q4 | $4.55M | Buy |
10,286
+266
| +3% | +$118K | 0.63% | 36 |
|
2022
Q3 | $4.03M | Sell |
10,020
-120
| -1% | -$48.2K | 0.65% | 33 |
|
2022
Q2 | $4.19M | Sell |
10,140
-261
| -3% | -$108K | 0.64% | 35 |
|
2022
Q1 | $5.1M | Buy |
10,401
+5
| +0% | +$2.45K | 0.69% | 32 |
|
2021
Q4 | $5.38M | Sell |
10,396
-40
| -0.4% | -$20.7K | 0.71% | 31 |
|
2021
Q3 | $5.25M | Buy |
10,436
+19
| +0.2% | +$9.56K | 0.71% | 33 |
|
2021
Q2 | $5.12M | Sell |
10,417
-81
| -0.8% | -$39.8K | 0.7% | 31 |
|
2021
Q1 | $5M | Sell |
10,498
-63
| -0.6% | -$30K | 0.74% | 29 |
|
2020
Q4 | $4.44M | Buy |
+10,561
| New | +$4.44M | 0.77% | 28 |
|