Meridian Wealth 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 | $7.18M | Sell |
12,669
-119
| -0.9% | -$67.4K | 1.13% | 21 |
|
|
2025
Q1 | $6.82M | Buy |
12,788
+47
| +0.4% | +$25.1K | 1.16% | 23 |
|
|
2024
Q4 | $7.26M | Buy |
12,741
+72
| +0.6% | +$41K | 1.2% | 20 |
|
|
2024
Q3 | $7.22M | Sell |
12,669
-124
| -1% | -$70.6K | 1.21% | 20 |
|
|
2024
Q2 | $6.85M | Sell |
12,793
-113
| -0.9% | -$60.5K | 1.22% | 18 |
|
|
2024
Q1 | $7.18M | Sell |
12,906
-90
| -0.7% | -$50.1K | 1.35% | 16 |
|
|
2023
Q4 | $6.59M | Sell |
12,996
-709
| -5% | -$360K | 1.44% | 15 |
|
|
2023
Q3 | $6.26M | Sell |
13,705
-38
| -0.3% | -$17.4K | 1.56% | 13 |
|
|
2023
Q2 | $6.58M | Buy |
13,743
+379
| +3% | +$182K | 1.59% | 12 |
|
|
2023
Q1 | $6.13M | Sell |
13,364
-1,267
| -9% | -$581K | 1.53% | 13 |
|
|
2022
Q4 | $6.48M | Buy |
14,631
+2,046
| +16% | +$906K | 1.67% | 11 |
|
|
2022
Q3 | $5.06M | Sell |
12,585
-389
| -3% | -$156K | 1.42% | 14 |
|
|
2022
Q2 | $5.37M | Buy |
12,974
+248
| +2% | +$103K | 1.43% | 12 |
|
|
2022
Q1 | $6.24M | Buy |
12,726
+550
| +5% | +$270K | 1.45% | 14 |
|
|
2021
Q4 | $6.3M | Sell |
12,176
-13
| -0.1% | -$6.73K | 1.53% | 13 |
|
|
2021
Q3 | $5.86M | Buy |
12,189
+600
| +5% | +$289K | 1.63% | 13 |
|
|
2021
Q2 | $5.69M | Buy |
11,589
+294
| +3% | +$144K | 1.61% | 13 |
|
|
2021
Q1 | $5.38M | Buy |
11,295
+830
| +8% | +$395K | 1.79% | 12 |
|
|
2020
Q4 | $4.39M | Buy |
10,465
+587
| +6% | +$246K | 1.6% | 13 |
|
|
2020
Q3 | $3.35M | Buy |
9,878
+928
| +10% | +$314K | 1.44% | 15 |
|
|
2020
Q2 | $2.9M | Sell |
8,950
-107
| -1% | -$34.7K | 1.34% | 15 |
|
|
2020
Q1 | $2.38M | Sell |
9,057
-108
| -1% | -$28.4K | 1.32% | 17 |
|
|
2019
Q4 | $3.44M | Buy |
9,165
+188
| +2% | +$70.6K | 1.36% | 17 |
|
|
2019
Q3 | $3.16M | Buy |
8,977
+1,722
| +24% | +$607K | 1.35% | 17 |
|
|
2019
Q2 | $2.57M | Sell |
7,255
-14
| -0.2% | -$4.97K | 1.79% | 10 |
|
|
2019
Q1 | $2.51M | Sell |
7,269
-2,070
| -22% | -$715K | 1.83% | 10 |
|
|
2018
Q4 | $2.83M | Buy |
+9,339
| New | +$2.83M | 2.17% | 6 |
|