Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $440M | Buy |
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|
2023
Q2 | $910K | Hold |
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|
2023
Q1 | $871K | Sell |
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|
2022
Q4 | $3.45M | Sell |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $811K | Buy |
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|
2022
Q1 | $236K | Buy |
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|
2021
Q4 | $226K | Buy |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $179K | Buy |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Hold |
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|
2018
Q4 | $21K | Buy |
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