Paulson Wealth Management’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 | $4.81M | Buy |
8,487
+646
| +8% | +$366K | 1.24% | 13 |
|
|
2025
Q1 | $4.18M | Buy |
7,841
+970
| +14% | +$517K | 1.18% | 16 |
|
|
2024
Q4 | $3.91M | Buy |
6,871
+213
| +3% | +$121K | 1.07% | 17 |
|
|
2024
Q3 | $3.79M | Buy |
6,658
+819
| +14% | +$467K | 1.01% | 18 |
|
|
2024
Q2 | $3.12M | Sell |
5,839
-70
| -1% | -$37.5K | 0.91% | 19 |
|
|
2024
Q1 | $3.29M | Buy |
5,909
+1,230
| +26% | +$684K | 0.97% | 19 |
|
|
2023
Q4 | $2.37M | Buy |
4,679
+708
| +18% | +$359K | 0.76% | 24 |
|
|
2023
Q3 | $1.81M | Buy |
3,971
+428
| +12% | +$195K | 0.63% | 28 |
|
|
2023
Q2 | $1.7M | Buy |
3,543
+425
| +14% | +$204K | 0.58% | 29 |
|
|
2023
Q1 | $1.43M | Buy |
3,118
+440
| +16% | +$202K | 0.64% | 21 |
|
|
2022
Q4 | $1.19M | Buy |
2,678
+2,012
| +302% | +$891K | 0.58% | 23 |
|
|
2022
Q3 | $268K | Sell |
666
-4
| -0.6% | -$1.61K | 0.14% | 58 |
|
|
2022
Q2 | $277K | Hold |
670
| – | – | 0.15% | 60 |
|
|
2022
Q1 | $329K | Hold |
670
| – | – | 0.15% | 58 |
|
|
2021
Q4 | $347K | Hold |
670
| – | – | 0.16% | 59 |
|
|
2021
Q3 | $322K | Sell |
670
-11
| -2% | -$5.29K | 0.15% | 69 |
|
|
2021
Q2 | $334K | Sell |
681
-18
| -3% | -$8.83K | 0.16% | 65 |
|
|
2021
Q1 | $344K | Sell |
699
-140
| -17% | -$68.9K | 0.17% | 65 |
|
|
2020
Q4 | $352K | Sell |
839
-845
| -50% | -$355K | 0.21% | 62 |
|
|
2020
Q3 | $571K | Sell |
1,684
-44
| -3% | -$14.9K | 0.37% | 37 |
|
|
2020
Q2 | $561K | Sell |
1,728
-66
| -4% | -$21.4K | 0.39% | 35 |
|
|
2020
Q1 | $493K | Buy |
1,794
+138
| +8% | +$37.9K | 0.38% | 37 |
|
|
2019
Q4 | $632K | Sell |
1,656
-197
| -11% | -$75.2K | 0.45% | 43 |
|
|
2019
Q3 | $653K | Sell |
1,853
-16
| -0.9% | -$5.64K | 0.49% | 36 |
|
|
2019
Q2 | $666K | Sell |
1,869
-108
| -5% | -$38.5K | 0.5% | 40 |
|
|
2019
Q1 | $683K | Sell |
1,977
-220
| -10% | -$76K | 0.52% | 43 |
|
|
2018
Q4 | $716K | Sell |
2,197
-9,770
| -82% | -$3.18M | 0.59% | 40 |
|
|
2018
Q3 | $4.02M | Buy |
11,967
+2,366
| +25% | +$794K | 3.6% | 5 |
|
|
2018
Q2 | $3.41M | Sell |
9,601
-403
| -4% | -$143K | 3.37% | 5 |
|
|
2018
Q1 | $3.42M | Sell |
10,004
-965
| -9% | -$330K | 3.4% | 4 |
|
|
2017
Q4 | $3.79M | Buy |
+10,969
| New | +$3.79M | 3.33% | 4 |
|