Milestone Asset 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 | $406K | Buy |
717
+34
| +5% | +$19.3K | 0.09% | 157 |
|
|
2025
Q1 | $365K | Buy |
683
+49
| +8% | +$26.2K | 0.08% | 169 |
|
|
2024
Q4 | $361K | Sell |
634
-1,464
| -70% | -$835K | 0.08% | 189 |
|
|
2024
Q3 | $1.2M | Buy |
2,098
+1,282
| +157% | +$730K | 0.27% | 80 |
|
|
2024
Q2 | $437K | Buy |
816
+443
| +119% | +$237K | 0.11% | 141 |
|
|
2024
Q1 | $208K | Sell |
373
-37
| -9% | -$20.6K | 0.06% | 164 |
|
|
2023
Q4 | $208K | Buy |
+410
| New | +$208K | 0.07% | 84 |
|