Meritage Portfolio Management’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 | $206K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $208K | Hold |
|
|||||
|
2021
Q4 | $220K | Sell |
|
|||||
|
2021
Q3 | $205K | Hold |
|
|||||
|
2021
Q2 | $210K | Hold |
|
|||||
|
2021
Q1 | $203K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $207K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $208K | Sell |
|
|||||
|
2017
Q4 | $210K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $229K | Sell |
|
|||||
|
2013
Q4 | $290K | Sell |
|
|||||
|
2013
Q3 | $269K | Buy |
|
|||||
|
2013
Q2 | $241K | Buy |
|