River Wealth Advisors’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 | $664K | Sell |
1,173
-10
| -0.8% | -$5.67K | 0.08% | 137 |
|
|
2025
Q1 | $631K | Sell |
1,183
-7
| -0.6% | -$3.73K | 0.09% | 133 |
|
|
2024
Q4 | $678K | Sell |
1,190
-105
| -8% | -$59.8K | 0.09% | 135 |
|
|
2024
Q3 | $738K | Buy |
1,295
+13
| +1% | +$7.41K | 0.1% | 127 |
|
|
2024
Q2 | $686K | Hold |
1,282
| – | – | 0.1% | 122 |
|
|
2024
Q1 | $713K | Sell |
1,282
-56
| -4% | -$31.2K | 0.1% | 123 |
|
|
2023
Q4 | $679K | Sell |
1,338
-19
| -1% | -$9.64K | 0.11% | 128 |
|
|
2023
Q3 | $620K | Sell |
1,357
-213
| -14% | -$97.3K | 0.11% | 131 |
|
|
2023
Q2 | $752K | Sell |
1,570
-37
| -2% | -$17.7K | 0.13% | 130 |
|
|
2023
Q1 | $737K | Sell |
1,607
-20
| -1% | -$9.17K | 0.13% | 127 |
|
|
2022
Q4 | $721K | Buy |
1,627
+226
| +16% | +$100K | 0.14% | 122 |
|
|
2022
Q3 | $563K | Hold |
1,401
| – | – | 0.12% | 131 |
|
|
2022
Q2 | $579K | Buy |
1,401
+8
| +0.6% | +$3.31K | 0.11% | 138 |
|
|
2022
Q1 | $683K | Buy |
1,393
+98
| +8% | +$48.1K | 0.11% | 134 |
|
|
2021
Q4 | $671K | Sell |
1,295
-102
| -7% | -$52.9K | 0.1% | 137 |
|
|
2021
Q3 | $672K | Buy |
1,397
+468
| +50% | +$225K | 0.12% | 129 |
|
|
2021
Q2 | $456K | Hold |
929
| – | – | 0.08% | 153 |
|
|
2021
Q1 | $442K | Sell |
929
-41
| -4% | -$19.5K | 0.08% | 155 |
|
|
2020
Q4 | $408K | Hold |
970
| – | – | 0.09% | 154 |
|
|
2020
Q3 | $329K | Hold |
970
| – | – | 0.09% | 157 |
|
|
2020
Q2 | $315K | Sell |
970
-4
| -0.4% | -$1.3K | 0.1% | 147 |
|
|
2020
Q1 | $256K | Sell |
974
-2,100
| -68% | -$552K | 0.1% | 139 |
|
|
2019
Q4 | $1.15M | Buy |
3,074
+216
| +8% | +$81.1K | 0.39% | 76 |
|
|
2019
Q3 | $1.01M | Sell |
2,858
-7
| -0.2% | -$2.47K | 0.38% | 78 |
|
|
2019
Q2 | $1.02M | Buy |
2,865
+51
| +2% | +$18.1K | 0.4% | 75 |
|
|
2019
Q1 | $972K | Sell |
2,814
-17
| -0.6% | -$5.87K | 0.41% | 77 |
|
|
2018
Q4 | $857K | Hold |
2,831
| – | – | 0.38% | 78 |
|
|
2018
Q3 | $1.04M | Hold |
2,831
| – | – | 0.38% | 83 |
|
|
2018
Q2 | $1.01M | Sell |
2,831
-9
| -0.3% | -$3.2K | 0.39% | 83 |
|
|
2018
Q1 | $971K | Sell |
2,840
-120
| -4% | -$41K | 0.41% | 86 |
|
|
2017
Q4 | $1.02M | Sell |
2,960
-40
| -1% | -$13.8K | 0.43% | 84 |
|
|
2017
Q3 | $979K | Sell |
3,000
-166
| -5% | -$54.2K | 0.44% | 83 |
|
|
2017
Q2 | $1.01M | Buy |
3,166
+55
| +2% | +$17.5K | 0.47% | 79 |
|
|
2017
Q1 | $972K | Hold |
3,111
| – | – | 0.47% | 77 |
|
|
2016
Q4 | $939K | Sell |
3,111
-523
| -14% | -$158K | 0.48% | 80 |
|
|
2016
Q3 | $1.03M | Buy |
3,634
+28
| +0.8% | +$7.91K | 0.57% | 68 |
|
|
2016
Q2 | $982K | Sell |
3,606
-20
| -0.6% | -$5.45K | 0.56% | 67 |
|
|
2016
Q1 | $953K | Sell |
3,626
-15
| -0.4% | -$3.94K | 0.57% | 64 |
|
|
2015
Q4 | $925K | Buy |
3,641
+2,272
| +166% | +$577K | 0.59% | 63 |
|
|
2015
Q3 | $341K | Buy |
1,369
+85
| +7% | +$21.2K | 0.23% | 112 |
|
|
2015
Q2 | $351K | Hold |
1,284
| – | – | 0.22% | 113 |
|
|
2015
Q1 | $356K | Buy |
+1,284
| New | +$356K | 0.22% | 116 |
|