Retirement Capital Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Hold |
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|
2025
Q1 | $801K | Hold |
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|
2024
Q4 | $856K | Hold |
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|
2024
Q3 | $856K | Hold |
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|
2024
Q2 | $804K | Hold |
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|
2024
Q1 | $836K | Hold |
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|
2023
Q4 | $762K | Hold |
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|
2023
Q3 | $686K | Hold |
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|
2023
Q2 | $719K | Hold |
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|
2023
Q1 | $689K | Hold |
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|
2022
Q4 | $665K | Sell |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $624K | Hold |
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|
2022
Q1 | $715K | Hold |
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|
2021
Q4 | $781K | Hold |
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|
2021
Q3 | $725K | Hold |
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|
2021
Q2 | $740K | Hold |
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|
2021
Q1 | $718K | Hold |
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|
2020
Q4 | $633K | Hold |
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|
2020
Q3 | $522K | Sell |
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|
2020
Q2 | $549K | Hold |
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|
2020
Q1 | $445K | Sell |
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|
2019
Q4 | $4.94M | Sell |
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|
2019
Q3 | $4.69M | Sell |
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|
2019
Q2 | $4.83M | Sell |
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|
2019
Q1 | $4.93M | Sell |
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|
2018
Q4 | $5.14M | Sell |
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|
2018
Q3 | $14.3M | Sell |
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|
2018
Q2 | $14.9M | Sell |
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|
2018
Q1 | $15.2M | Sell |
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|
2017
Q4 | $15.7M | Sell |
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|
2017
Q3 | $15.2M | Sell |
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|
2017
Q2 | $14.8M | Sell |
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|
2017
Q1 | $14.7M | Sell |
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|
2016
Q4 | $14.7M | Sell |
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|
2016
Q3 | $14M | Sell |
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|
2016
Q2 | $13.7M | Sell |
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|
2016
Q1 | $13.4M | Buy |
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|
2015
Q4 | $12.6M | Sell |
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|
2015
Q3 | $12.3M | Buy |
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|
2015
Q2 | $13M | Buy |
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|
2015
Q1 | $11.5M | Sell |
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|
2014
Q4 | $11.5M | Sell |
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|
2014
Q3 | $11.3M | Buy |
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|
2014
Q2 | $11.7M | Sell |
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|
2014
Q1 | $11.3M | Sell |
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|
2013
Q4 | $11.2M | Buy |
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