RDWM
Red Door Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
3,615
+2,755
| +320% | +$1.56M | 0.24% | 71 |
|
|
2025
Q1 | $459K | Sell |
860
-373
| -30% | -$199K | 0.07% | 148 |
|
|
2024
Q4 | $702K | Sell |
1,233
-95
| -7% | -$54.1K | 0.11% | 112 |
|
|
2024
Q3 | $757K | Buy |
1,328
+251
| +23% | +$143K | 0.13% | 99 |
|
|
2024
Q2 | $576K | Buy |
1,077
+208
| +24% | +$111K | 0.1% | 107 |
|
|
2024
Q1 | $484K | Hold |
869
| – | – | 0.09% | 118 |
|
|
2023
Q4 | $441K | Hold |
869
| – | – | 0.1% | 119 |
|
|
2023
Q3 | $397K | Hold |
869
| – | – | 0.1% | 118 |
|
|
2023
Q2 | $416K | Hold |
869
| – | – | 0.09% | 141 |
|
|
2023
Q1 | $398K | Hold |
869
| – | – | 0.12% | 100 |
|
|
2022
Q4 | $385K | Hold |
869
| – | – | 0.13% | 104 |
|
|
2022
Q3 | $349K | Hold |
869
| – | – | 0.13% | 100 |
|
|
2022
Q2 | $359K | Sell |
869
-16
| -2% | -$6.61K | 0.13% | 100 |
|
|
2022
Q1 | $434K | Buy |
+885
| New | +$434K | 0.15% | 92 |
|
|
2021
Q3 | – | Sell |
-50
| Closed | -$24K | – | 430 |
|
|
2021
Q2 | $24K | Buy |
+50
| New | +$24K | 0.01% | 335 |
|
|
2020
Q3 | – | Sell |
-50
| Closed | -$16K | – | 281 |
|
|
2020
Q2 | $16K | Hold |
50
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $13K | Buy |
+50
| New | +$13K | 0.01% | 267 |
|