Petix & Botte Financial’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 | $821K | Hold |
1,450
| – | – | 0.2% | 64 |
|
|
2025
Q1 | $774K | Hold |
1,450
| – | – | 0.2% | 66 |
|
|
2024
Q4 | $826K | Hold |
1,450
| – | – | 0.22% | 66 |
|
|
2024
Q3 | $826K | Hold |
1,450
| – | – | 0.22% | 58 |
|
|
2024
Q2 | $776K | Buy |
1,450
+630
| +77% | +$337K | 0.22% | 58 |
|
|
2024
Q1 | $456K | Sell |
820
-820
| -50% | -$456K | 0.11% | 95 |
|
|
2023
Q4 | $832K | Hold |
1,640
| – | – | 0.24% | 51 |
|
|
2023
Q3 | $749K | Hold |
1,640
| – | – | 0.24% | 52 |
|
|
2023
Q2 | $785K | Buy |
1,640
+820
| +100% | +$393K | 0.24% | 52 |
|
|
2023
Q1 | $376K | Buy |
+820
| New | +$376K | 0.25% | 53 |
|
|
2022
Q3 | $365K | Hold |
908
| – | – | 0.28% | 53 |
|
|
2022
Q2 | $375K | Sell |
908
-908
| -50% | -$375K | 0.28% | 52 |
|
|
2022
Q1 | $891K | Buy |
1,816
+898
| +98% | +$441K | 0.27% | 48 |
|
|
2021
Q4 | $475K | Sell |
918
-918
| -50% | -$475K | 0.3% | 50 |
|
|
2021
Q3 | $882K | Buy |
1,836
+918
| +100% | +$441K | 0.3% | 50 |
|
|
2021
Q2 | $451K | Hold |
918
| – | – | 0.31% | 55 |
|
|
2021
Q1 | $437K | Hold |
918
| – | – | 0.32% | 56 |
|
|
2020
Q4 | $385K | Hold |
918
| – | – | 0.29% | 60 |
|
|
2020
Q3 | $311K | Sell |
918
-918
| -50% | -$311K | 0.25% | 62 |
|
|
2020
Q2 | $298K | Buy |
1,836
+818
| +80% | +$133K | 0.25% | 60 |
|
|
2020
Q1 | $268K | Hold |
1,018
| – | – | 0.26% | 60 |
|
|
2019
Q4 | $383K | Buy |
+1,018
| New | +$383K | 0.3% | 55 |
|