RE Dickinson Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$108K Hold
2024
Q3
$10.8K Hold
2024
Q2
$10.2K Hold
2024
Q1
$11K Hold
2023
Q4
$10K Hold
2023
Q3
$9K Hold
2023
Q2
$9K Hold
2023
Q1
$9K Sell
2022
Q4
$9K Hold
2022
Q3
$8K Hold
2022
Q2
$8 Hold
2022
Q1
$10K Hold
2021
Q4
$10K Buy