Octavia Wealth Advisors’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 | Buy |
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|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $267K | Buy |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $271K | Sell |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $234K | Buy |
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