Meridian Wealth 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 | $2.5M | Sell |
4,419
-34
| -0.8% | -$19.3K | 0.11% | 177 |
|
|
2025
Q1 | $2.38M | Sell |
4,453
-7
| -0.2% | -$3.74K | 0.12% | 171 |
|
|
2024
Q4 | $2.54M | Sell |
4,460
-116
| -3% | -$66.1K | 0.12% | 164 |
|
|
2024
Q3 | $2.61M | Sell |
4,576
-4
| -0.1% | -$2.28K | 0.13% | 162 |
|
|
2024
Q2 | $2.45M | Buy |
+4,580
| New | +$2.45M | 0.29% | 68 |
|
|
2024
Q1 | – | Sell |
-5,144
| Closed | -$2.61M | – | 372 |
|
|
2023
Q4 | $2.61M | Hold |
5,144
| – | – | 0.17% | 137 |
|
|
2023
Q3 | $2.35M | Sell |
5,144
-806
| -14% | -$368K | 0.14% | 135 |
|
|
2023
Q2 | $2.85M | Sell |
5,950
-488
| -8% | -$234K | 0.24% | 89 |
|
|
2023
Q1 | $2.95M | Sell |
6,438
-12
| -0.2% | -$5.5K | 0.26% | 89 |
|
|
2022
Q4 | $2.86M | Sell |
6,450
-423
| -6% | -$187K | 0.28% | 80 |
|
|
2022
Q3 | $2.76M | Sell |
6,873
-2,876
| -30% | -$1.16M | 0.3% | 84 |
|
|
2022
Q2 | $4.03M | Buy |
9,749
+3,525
| +57% | +$1.46M | 0.33% | 75 |
|
|
2022
Q1 | $3.05M | Sell |
6,224
-273
| -4% | -$134K | 0.33% | 69 |
|
|
2021
Q4 | $3.36M | Sell |
6,497
-115
| -2% | -$59.5K | 0.36% | 60 |
|
|
2021
Q3 | $3.18M | Sell |
6,612
-188
| -3% | -$90.4K | 0.39% | 56 |
|
|
2021
Q2 | $3.34M | Buy |
6,800
+117
| +2% | +$57.5K | 0.43% | 50 |
|
|
2021
Q1 | $3.18M | Sell |
6,683
-93
| -1% | -$44.3K | 0.46% | 47 |
|
|
2020
Q4 | $2.85M | Buy |
6,776
+4,799
| +243% | +$2.01M | 0.45% | 49 |
|
|
2020
Q3 | $670K | Buy |
+1,977
| New | +$670K | 0.16% | 115 |
|