Pursue 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 | $227K | Hold |
400
| – | – | 0.13% | 104 |
|
|
2025
Q1 | $213K | Hold |
400
| – | – | 0.13% | 112 |
|
|
2024
Q4 | $228K | Hold |
400
| – | – | 0.13% | 105 |
|
|
2024
Q3 | $228K | Hold |
400
| – | – | 0.12% | 102 |
|
|
2024
Q2 | $214K | Hold |
400
| – | – | 0.12% | 103 |
|
|
2024
Q1 | $223K | Hold |
400
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $203K | Buy |
+400
| New | +$203K | 0.13% | 85 |
|
|
2022
Q2 | – | Sell |
-400
| Closed | -$191K | – | 182 |
|
|
2022
Q1 | $191K | Hold |
400
| – | – | 0.08% | 134 |
|
|
2021
Q4 | $207K | Buy |
+400
| New | +$207K | 0.08% | 131 |
|