Measured Wealth Private Client Group’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 | $73.9K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $234K | Sell |
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|
2023
Q1 | $231K | Hold |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $218K | Hold |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $377K | Sell |
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|
2021
Q4 | $569K | Sell |
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|
2021
Q3 | $848K | Sell |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.95M | Sell |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.03M | Buy |
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|
2020
Q1 | $673K | Buy |
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|
2019
Q4 | $783K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $111K | Buy |
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