PSIWM
Paradigm Strategies in Wealth Management’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 | $1.66M | Sell |
2,929
-57
| -2% | -$32.3K | 1.09% | 17 |
|
2025
Q1 | $1.59M | Sell |
2,986
-4
| -0.1% | -$2.13K | 1.07% | 18 |
|
2024
Q4 | $1.7M | Sell |
2,990
-78
| -3% | -$44.4K | 1.12% | 15 |
|
2024
Q3 | $1.75M | Buy |
3,068
+2
| +0.1% | +$1.14K | 1.1% | 19 |
|
2024
Q2 | $1.64M | Buy |
3,066
+1
| +0% | +$535 | 1.01% | 18 |
|
2024
Q1 | $1.71M | Buy |
3,065
+3
| +0.1% | +$1.67K | 1.05% | 17 |
|
2023
Q4 | $1.55M | Sell |
3,062
-48
| -2% | -$24.4K | 1.02% | 17 |
|
2023
Q3 | $1.42M | Sell |
3,110
-101
| -3% | -$46.1K | 0.91% | 18 |
|
2023
Q2 | $1.54M | Sell |
3,211
-55
| -2% | -$26.3K | 1.04% | 17 |
|
2023
Q1 | $1.5M | Sell |
3,266
-51
| -2% | -$23.4K | 1.18% | 15 |
|
2022
Q4 | $1.47M | Sell |
3,317
-47
| -1% | -$20.8K | 1.31% | 14 |
|
2022
Q3 | $1.35M | Buy |
3,364
+2
| +0.1% | +$803 | 1.23% | 14 |
|
2022
Q2 | $1.39M | Buy |
3,362
+1
| +0% | +$413 | 1.51% | 13 |
|
2022
Q1 | $1.65M | Buy |
3,361
+2
| +0.1% | +$981 | 1.72% | 13 |
|
2021
Q4 | $1.74M | Sell |
3,359
-17
| -0.5% | -$8.8K | 1.76% | 13 |
|
2021
Q3 | $1.62M | Buy |
3,376
+62
| +2% | +$29.8K | 1.53% | 15 |
|
2021
Q2 | $1.63M | Sell |
3,314
-9
| -0.3% | -$4.42K | 1.46% | 15 |
|
2021
Q1 | $1.58M | Buy |
+3,323
| New | +$1.58M | 1.53% | 15 |
|