Mendel Money 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 | $266K | Sell |
470
-27
| -5% | -$15.3K | 0.12% | 129 |
|
|
2025
Q1 | $265K | Sell |
497
-2
| -0.4% | -$1.07K | 0.13% | 124 |
|
|
2024
Q4 | $284K | Sell |
499
-24
| -5% | -$13.7K | 0.13% | 126 |
|
|
2024
Q3 | $298K | Hold |
523
| – | – | 0.13% | 123 |
|
|
2024
Q2 | $280K | Sell |
523
-9
| -2% | -$4.82K | 0.13% | 118 |
|
|
2024
Q1 | $296K | Buy |
532
+12
| +2% | +$6.68K | 0.14% | 113 |
|
|
2023
Q4 | $264K | Sell |
520
-5
| -1% | -$2.54K | 0.13% | 117 |
|
|
2023
Q3 | $240K | Sell |
525
-10
| -2% | -$4.57K | 0.13% | 117 |
|
|
2023
Q2 | $256K | Sell |
535
-5
| -0.9% | -$2.4K | 0.13% | 117 |
|
|
2023
Q1 | $250K | Sell |
540
-48
| -8% | -$22.2K | 0.13% | 116 |
|
|
2022
Q4 | $260K | Hold |
588
| – | – | 0.15% | 111 |
|
|
2022
Q3 | $236K | Sell |
588
-13
| -2% | -$5.22K | 0.15% | 105 |
|
|
2022
Q2 | $249K | Sell |
601
-35
| -6% | -$14.5K | 0.15% | 108 |
|
|
2022
Q1 | $312K | Buy |
636
+19
| +3% | +$9.32K | 0.15% | 107 |
|
|
2021
Q4 | $319K | Sell |
617
-33
| -5% | -$17.1K | 0.18% | 61 |
|
|
2021
Q3 | $313K | Buy |
650
+7
| +1% | +$3.37K | 0.2% | 62 |
|
|
2021
Q2 | $316K | Buy |
643
+20
| +3% | +$9.83K | 0.2% | 58 |
|
|
2021
Q1 | $297K | Hold |
623
| – | – | 0.19% | 58 |
|
|
2020
Q4 | $262K | Sell |
623
-20
| -3% | -$8.41K | 0.18% | 56 |
|
|
2020
Q3 | $218K | Sell |
643
-1
| -0.2% | -$339 | 0.17% | 58 |
|
|
2020
Q2 | $209K | Buy |
+644
| New | +$209K | 0.18% | 54 |
|
|
2019
Q4 | $220K | Sell |
585
-134
| -19% | -$50.4K | 0.19% | 50 |
|
|
2019
Q3 | $253K | Sell |
719
-170
| -19% | -$59.8K | 0.23% | 47 |
|
|
2019
Q2 | $315K | Buy |
+889
| New | +$315K | 0.3% | 40 |
|
|
2018
Q3 | $403K | Buy |
+1,097
| New | +$403K | 0.39% | 35 |
|
|
2017
Q4 | $486K | Buy |
+1,406
| New | +$486K | 0.47% | 37 |
|
|
2015
Q2 | $822K | Buy |
3,010
+117
| +4% | +$32K | 0.77% | 34 |
|
|
2015
Q1 | $802K | Sell |
2,893
-87
| -3% | -$24.1K | 0.75% | 33 |
|
|
2014
Q4 | $787K | Buy |
2,980
+20
| +0.7% | +$5.28K | 0.74% | 34 |
|
|
2014
Q3 | $738K | Buy |
+2,960
| New | +$738K | 0.72% | 34 |
|