Precedent Wealth Partners’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 | $3.37M | Hold |
5,951
| – | – | 0.83% | 29 |
|
|
2025
Q1 | $3.17M | Buy |
5,951
+429
| +8% | +$229K | 0.88% | 26 |
|
|
2024
Q4 | $3.15M | Buy |
5,522
+831
| +18% | +$473K | 1.03% | 22 |
|
|
2024
Q3 | $2.67M | Hold |
4,691
| – | – | 0.88% | 32 |
|
|
2024
Q2 | $2.51M | Hold |
4,691
| – | – | 1.01% | 24 |
|
|
2024
Q1 | $2.61M | Buy |
4,691
+118
| +3% | +$65.7K | 1.12% | 15 |
|
|
2023
Q4 | $2.32M | Buy |
+4,573
| New | +$2.32M | 1.18% | 13 |
|