Northeast Financial Consultants’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 | $291K | Hold |
513
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $274K | Hold |
513
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $292K | Hold |
513
| – | – | 0.01% | 244 |
|
|
2024
Q3 | $292K | Hold |
513
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $274K | Hold |
513
| – | – | 0.01% | 236 |
|
|
2024
Q1 | $285K | Buy |
+513
| New | +$285K | 0.01% | 242 |
|
|
2021
Q1 | – | Sell |
-920
| Closed | -$386K | – | 334 |
|
|
2020
Q4 | $386K | Hold |
920
| – | – | 0.03% | 226 |
|
|
2020
Q3 | $312K | Hold |
920
| – | – | 0.03% | 226 |
|
|
2020
Q2 | $299K | Hold |
920
| – | – | 0.03% | 219 |
|
|
2020
Q1 | $242K | Hold |
920
| – | – | 0.03% | 226 |
|
|
2019
Q4 | $345K | Hold |
920
| – | – | 0.03% | 217 |
|
|
2019
Q3 | $324K | Hold |
920
| – | – | 0.03% | 231 |
|
|
2019
Q2 | $326K | Hold |
920
| – | – | 0.03% | 231 |
|
|
2019
Q1 | $318K | Buy |
+920
| New | +$318K | 0.04% | 226 |
|
|
2018
Q4 | – | Sell |
-600
| Closed | -$220K | – | 190 |
|
|
2018
Q3 | $220K | Hold |
600
| – | – | 0.06% | 134 |
|
|
2018
Q2 | $213K | Hold |
600
| – | – | 0.07% | 133 |
|
|
2018
Q1 | $205K | Hold |
600
| – | – | 0.07% | 137 |
|
|
2017
Q4 | $207K | Buy |
+600
| New | +$207K | 0.07% | 141 |
|