Montz Harcus 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 | $8.92M | Buy |
15,752
+34
| +0.2% | +$19.3K | 4.31% | 7 |
|
|
2025
Q1 | $8.39M | Buy |
15,718
+1,143
| +8% | +$610K | 4.58% | 6 |
|
|
2024
Q4 | $8.3M | Buy |
14,575
+386
| +3% | +$220K | 4.64% | 7 |
|
|
2024
Q3 | $8.08M | Buy |
14,189
+107
| +0.8% | +$61K | 4.72% | 6 |
|
|
2024
Q2 | $7.54M | Buy |
14,082
+108
| +0.8% | +$57.8K | 4.89% | 5 |
|
|
2024
Q1 | $7.78M | Sell |
13,974
-92
| -0.7% | -$51.2K | 5.26% | 5 |
|
|
2023
Q4 | $7.14M | Sell |
14,066
-77
| -0.5% | -$39.1K | 5.45% | 5 |
|
|
2023
Q3 | $6.46M | Buy |
14,143
+669
| +5% | +$306K | 5.52% | 5 |
|
|
2023
Q2 | $6.45M | Buy |
13,474
+433
| +3% | +$207K | 5.34% | 6 |
|
|
2023
Q1 | $5.98M | Sell |
13,041
-81
| -0.6% | -$37.1K | 5.52% | 5 |
|
|
2022
Q4 | $5.81M | Sell |
13,122
-195
| -1% | -$86.3K | 5.76% | 5 |
|
|
2022
Q3 | $5.35M | Buy |
13,317
+88
| +0.7% | +$35.3K | 5.89% | 5 |
|
|
2022
Q2 | $5.47M | Buy |
13,229
+156
| +1% | +$64.5K | 5.77% | 5 |
|
|
2022
Q1 | $6.41M | Buy |
13,073
+308
| +2% | +$151K | 5.75% | 5 |
|
|
2021
Q4 | $6.61M | Buy |
+12,765
| New | +$6.61M | 5.79% | 5 |
|