Monograph Wealth Advisors’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 | $475K | Hold |
835
| – | – | 0.06% | 80 |
|
|
2025
Q1 | $447K | Hold |
835
| – | – | 0.06% | 75 |
|
|
2024
Q4 | $477K | Hold |
835
| – | – | 0.06% | 74 |
|
|
2024
Q3 | $477K | Buy |
+835
| New | +$477K | 0.06% | 75 |
|
|
2024
Q2 | – | Sell |
-835
| Closed | -$465K | – | 143 |
|
|
2024
Q1 | $465K | Hold |
835
| – | – | 0.07% | 103 |
|
|
2023
Q4 | $425K | Hold |
835
| – | – | 0.08% | 64 |
|
|
2023
Q3 | $383K | Hold |
835
| – | – | 0.08% | 81 |
|
|
2023
Q2 | $401K | Hold |
835
| – | – | 0.09% | 58 |
|
|
2023
Q1 | $384K | Hold |
835
| – | – | 0.09% | 61 |
|
|
2022
Q4 | $371K | Buy |
+835
| New | +$371K | 0.1% | 61 |
|
|
2022
Q3 | – | Sell |
-835
| Closed | -$346K | – | 75 |
|
|
2022
Q2 | $346K | Hold |
835
| – | – | 0.1% | 55 |
|
|
2022
Q1 | $410K | Hold |
835
| – | – | 0.1% | 58 |
|
|
2021
Q4 | $434K | Buy |
+835
| New | +$434K | 0.11% | 55 |
|