Omega Financial Group’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 | $877K | Buy |
1,548
+94
| +6% | +$53.2K | 0.31% | 49 |
|
|
2025
Q1 | $776K | Buy |
1,454
+4
| +0.3% | +$2.14K | 0.3% | 49 |
|
|
2024
Q4 | $826K | Sell |
1,450
-6
| -0.4% | -$3.42K | 0.31% | 50 |
|
|
2024
Q3 | $829K | Sell |
1,456
-65
| -4% | -$37K | 0.31% | 51 |
|
|
2024
Q2 | $814K | Sell |
1,521
-10
| -0.7% | -$5.35K | 0.33% | 53 |
|
|
2024
Q1 | $852K | Sell |
1,531
-102
| -6% | -$56.7K | 0.35% | 53 |
|
|
2023
Q4 | $829K | Sell |
1,633
-39
| -2% | -$19.8K | 0.35% | 53 |
|
|
2023
Q3 | $764K | Sell |
1,672
-288
| -15% | -$132K | 0.37% | 52 |
|
|
2023
Q2 | $939K | Buy |
1,960
+48
| +3% | +$23K | 0.43% | 51 |
|
|
2023
Q1 | $876K | Buy |
1,912
+2
| +0.1% | +$917 | 0.4% | 49 |
|
|
2022
Q4 | $846K | Buy |
1,910
+1,219
| +176% | +$540K | 0.44% | 48 |
|
|
2022
Q3 | $278K | Sell |
691
-714
| -51% | -$287K | 0.14% | 71 |
|
|
2022
Q2 | $581K | Buy |
+1,405
| New | +$581K | 0.28% | 55 |
|