Montz Harcus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.45M | Buy |
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|
2025
Q2 | $8.92M | Buy |
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|
2025
Q1 | $8.39M | Buy |
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|
2024
Q4 | $8.3M | Buy |
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|
2024
Q3 | $8.08M | Buy |
|
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|
2024
Q2 | $7.54M | Buy |
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|
2024
Q1 | $7.78M | Sell |
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|
2023
Q4 | $7.14M | Sell |
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|
2023
Q3 | $6.46M | Buy |
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|
2023
Q2 | $6.45M | Buy |
|
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|
2023
Q1 | $5.98M | Sell |
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|
2022
Q4 | $5.81M | Sell |
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|
2022
Q3 | $5.35M | Buy |
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|
2022
Q2 | $5.47M | Buy |
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|
2022
Q1 | $6.41M | Buy |
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|
2021
Q4 | $6.61M | Buy |
|