Mission 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 | $654K | Sell |
1,154
-247
| -18% | -$140K | 0.01% | 398 |
|
|
2025
Q1 | $747K | Buy |
1,401
+501
| +56% | +$267K | 0.02% | 342 |
|
|
2024
Q4 | $513K | Buy |
900
+262
| +41% | +$149K | 0.01% | 404 |
|
|
2024
Q3 | $363K | Hold |
638
| – | – | 0.01% | 487 |
|
|
2024
Q2 | $341K | Buy |
638
+72
| +13% | +$38.5K | 0.01% | 481 |
|
|
2024
Q1 | $315K | Buy |
566
+34
| +6% | +$18.9K | 0.01% | 510 |
|
|
2023
Q4 | $270K | Buy |
532
+40
| +8% | +$20.3K | 0.01% | 469 |
|
|
2023
Q3 | $225K | Buy |
492
+48
| +11% | +$21.9K | 0.01% | 485 |
|
|
2023
Q2 | $213K | Buy |
+444
| New | +$213K | 0.01% | 491 |
|