River Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $699K | Hold |
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|
2025
Q2 | $664K | Sell |
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|
2025
Q1 | $631K | Sell |
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|
2024
Q4 | $678K | Sell |
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|
2024
Q3 | $738K | Buy |
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|
2024
Q2 | $686K | Hold |
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|
2024
Q1 | $713K | Sell |
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|
2023
Q4 | $679K | Sell |
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|
2023
Q3 | $620K | Sell |
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|
2023
Q2 | $752K | Sell |
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|
2023
Q1 | $737K | Sell |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $563K | Hold |
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|
2022
Q2 | $579K | Buy |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $671K | Sell |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $442K | Sell |
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|
2020
Q4 | $408K | Hold |
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|
2020
Q3 | $329K | Hold |
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|
2020
Q2 | $315K | Sell |
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|
2020
Q1 | $256K | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $972K | Sell |
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|
2018
Q4 | $857K | Hold |
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|
2018
Q3 | $1.04M | Hold |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $971K | Sell |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $979K | Sell |
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|
2017
Q2 | $1.01M | Buy |
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|
2017
Q1 | $972K | Hold |
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|
2016
Q4 | $939K | Sell |
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|
2016
Q3 | $1.03M | Buy |
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|
2016
Q2 | $982K | Sell |
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|
2016
Q1 | $953K | Sell |
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|
2015
Q4 | $925K | Buy |
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|
2015
Q3 | $341K | Buy |
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|
2015
Q2 | $351K | Hold |
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|
2015
Q1 | $356K | Buy |
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