Newton One Investments’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 | $58K | Hold |
102
| – | – | 0.02% | 64 |
|
|
2025
Q1 | $54.6K | Sell |
102
-19
| -16% | -$10.2K | 0.02% | 64 |
|
|
2024
Q4 | $69.1K | Buy |
+121
| New | +$69.1K | 0.03% | 60 |
|
|
2024
Q3 | – | Sell |
-121
| Closed | -$64.9K | – | 80 |
|
|
2024
Q2 | $64.9K | Hold |
121
| – | – | 0.03% | 59 |
|
|
2024
Q1 | $67.5K | Hold |
121
| – | – | 0.03% | 58 |
|
|
2023
Q4 | $61.4K | Buy |
121
+1
| +0.8% | +$507 | 0.03% | 61 |
|
|
2023
Q3 | $55K | Hold |
120
| – | – | 0.03% | 66 |
|
|
2023
Q2 | $57.5K | Hold |
120
| – | – | 0.03% | 63 |
|
|
2023
Q1 | $54.9K | Buy |
120
+1
| +0.8% | +$458 | 0.03% | 63 |
|
|
2022
Q4 | $52.9K | Hold |
119
| – | – | 0.03% | 65 |
|
|
2022
Q3 | $48K | Hold |
119
| – | – | 0.03% | 64 |
|
|
2022
Q2 | $49K | Hold |
119
| – | – | 0.04% | 64 |
|
|
2022
Q1 | $59K | Hold |
119
| – | – | 0.04% | 66 |
|
|
2021
Q4 | $62K | Hold |
119
| – | – | 0.04% | 64 |
|
|
2021
Q3 | $57K | Hold |
119
| – | – | 0.04% | 64 |
|
|
2021
Q2 | $58K | Hold |
119
| – | – | 0.05% | 64 |
|
|
2021
Q1 | $56K | Buy |
119
+1
| +0.8% | +$471 | 0.05% | 48 |
|
|
2020
Q4 | $50K | Buy |
+118
| New | +$50K | 0.05% | 45 |
|