Merriman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $262K | Sell |
|
|||||
|
2024
Q3 | $323K | Sell |
|
|||||
|
2024
Q2 | $310K | Hold |
|
|||||
|
2024
Q1 | $321K | Sell |
|
|||||
|
2023
Q4 | $332K | Hold |
|
|||||
|
2023
Q3 | $298K | Hold |
|
|||||
|
2023
Q2 | $313K | Hold |
|
|||||
|
2023
Q1 | $299K | Sell |
|
|||||
|
2022
Q4 | $413K | Hold |
|
|||||
|
2022
Q3 | $375K | Hold |
|
|||||
|
2022
Q2 | $385K | Hold |
|
|||||
|
2022
Q1 | $456K | Sell |
|
|||||
|
2021
Q4 | $2.24M | Hold |
|
|||||
|
2021
Q3 | $2.08M | Sell |
|
|||||
|
2021
Q2 | $2.14M | Sell |
|
|||||
|
2021
Q1 | $2.87M | Hold |
|
|||||
|
2020
Q4 | $2.53M | Sell |
|
|||||
|
2020
Q3 | $2.08M | Sell |
|
|||||
|
2020
Q2 | $1.99M | Buy |
|
|||||
|
2020
Q1 | $332K | Sell |
|
|||||
|
2019
Q4 | $532K | Buy |
|
|||||
|
2019
Q3 | $444K | Sell |
|
|||||
|
2019
Q2 | $4.97K | Buy |
|
|||||
|
2019
Q1 | $483K | Buy |
|
|||||
|
2018
Q4 | $336K | Sell |
|
|||||
|
2018
Q3 | $431K | Buy |
|
|||||
|
2018
Q2 | $416K | Buy |
|
|||||
|
2018
Q1 | $400K | Sell |
|
|||||
|
2017
Q4 | $470K | Sell |
|
|||||
|
2017
Q3 | $595K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $11.6M | Sell |
|
|||||
|
2016
Q2 | $11.3M | Sell |
|
|||||
|
2016
Q1 | $11M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $2.54M | Sell |
|
|||||
|
2014
Q4 | $2.52M | Hold |
|
|||||
|
2014
Q3 | $2.53M | Buy |
|