OCPWS
One Charles Private Wealth Services’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Hold |
377
| – | – | 0.06% | 149 |
|
|
2025
Q1 | $201K | Hold |
377
| – | – | 0.07% | 139 |
|
|
2024
Q4 | $215K | Hold |
377
| – | – | 0.07% | 141 |
|
|
2024
Q3 | $215K | Hold |
377
| – | – | 0.08% | 142 |
|
|
2024
Q2 | $202K | Hold |
377
| – | – | 0.08% | 143 |
|
|
2024
Q1 | $210K | Buy |
+377
| New | +$210K | 0.09% | 138 |
|