Neumann Capital 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 | $447K | Hold |
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|
2025
Q2 | $425K | Hold |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $513K | Hold |
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|
2024
Q3 | $513K | Hold |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $670K | Hold |
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|
2023
Q3 | $603K | Hold |
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|
2023
Q2 | $632K | Hold |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $695K | Hold |
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|
2022
Q3 | $631K | Sell |
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|
2022
Q2 | $682K | Hold |
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|
2022
Q1 | $809K | Sell |
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|
2021
Q4 | $906K | Hold |
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|
2021
Q3 | $842K | Hold |
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|
2021
Q2 | $859K | Hold |
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|
2021
Q1 | $833K | Hold |
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|
2020
Q4 | $735K | Sell |
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|
2020
Q3 | $608K | Hold |
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|
2020
Q2 | $583K | Sell |
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|
2020
Q1 | $521K | Buy |
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|
2019
Q4 | $725K | Sell |
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|
2019
Q3 | $701K | Sell |
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|
2019
Q2 | $725K | Hold |
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|
2019
Q1 | $706K | Hold |
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|
2018
Q4 | $619K | Hold |
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|
2018
Q3 | $752K | Sell |
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|
2018
Q2 | $774K | Sell |
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|
2018
Q1 | $766K | Hold |
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|
2017
Q4 | $774K | Hold |
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|
2017
Q3 | $731K | Sell |
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|
2017
Q2 | $759K | Sell |
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|
2017
Q1 | $894K | Sell |
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|
2016
Q4 | $898K | Sell |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $958K | Hold |
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|
2016
Q1 | $925K | Hold |
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|
2015
Q4 | $894K | Hold |
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|
2015
Q3 | $876K | Hold |
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|
2015
Q2 | $962K | Hold |
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|
2015
Q1 | $976K | Hold |
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|
2014
Q4 | $929K | Buy |
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