Patten & Patten’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 | $210K | Buy |
+370
| New | +$210K | 0.01% | 311 |
|
|
2025
Q1 | – | Sell |
-445
| Closed | -$253K | – | 321 |
|
|
2024
Q4 | $253K | Hold |
445
| – | – | 0.02% | 281 |
|
|
2024
Q3 | $253K | Sell |
445
-10
| -2% | -$5.7K | 0.02% | 277 |
|
|
2024
Q2 | $243K | Hold |
455
| – | – | 0.02% | 277 |
|
|
2024
Q1 | $253K | Hold |
455
| – | – | 0.02% | 275 |
|
|
2023
Q4 | $231K | Sell |
455
-50
| -10% | -$25.4K | 0.02% | 259 |
|
|
2023
Q3 | $231K | Hold |
505
| – | – | 0.02% | 259 |
|
|
2023
Q2 | $242K | Buy |
+505
| New | +$242K | 0.02% | 252 |
|