RWP
Revolve Wealth Partners’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 | $2.14M | Sell |
3,777
-241
| -6% | -$137K | 0.28% | 53 |
|
|
2025
Q1 | $2.14M | Sell |
4,018
-5
| -0.1% | -$2.67K | 0.31% | 48 |
|
|
2024
Q4 | $2.29M | Sell |
4,023
-10
| -0.2% | -$5.7K | 0.33% | 47 |
|
|
2024
Q3 | $2.3M | Hold |
4,033
| – | – | 0.35% | 46 |
|
|
2024
Q2 | $2.16M | Hold |
4,033
| – | – | 0.35% | 43 |
|
|
2024
Q1 | $2.24M | Buy |
4,033
+91
| +2% | +$50.6K | 0.38% | 44 |
|
|
2023
Q4 | $2M | Sell |
3,942
-51
| -1% | -$25.9K | 0.39% | 45 |
|
|
2023
Q3 | $1.82M | Buy |
3,993
+10
| +0.3% | +$4.57K | 0.42% | 48 |
|
|
2023
Q2 | $1.91M | Sell |
3,983
-97
| -2% | -$46.5K | 0.45% | 45 |
|
|
2023
Q1 | $1.87M | Sell |
4,080
-50
| -1% | -$22.9K | 0.48% | 45 |
|
|
2022
Q4 | $1.83M | Sell |
4,130
-5
| -0.1% | -$2.21K | 0.52% | 41 |
|
|
2022
Q3 | $1.66M | Sell |
4,135
-104
| -2% | -$41.8K | 0.55% | 35 |
|
|
2022
Q2 | $1.75M | Buy |
4,239
+342
| +9% | +$141K | 0.58% | 35 |
|
|
2022
Q1 | $1.91M | Buy |
3,897
+64
| +2% | +$31.4K | 0.55% | 37 |
|
|
2021
Q4 | $1.98M | Buy |
+3,833
| New | +$1.98M | 0.57% | 36 |
|