RWB
RMR Wealth Builders’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 | $8.32M | Buy |
14,686
+323
| +2% | +$183K | 0.76% | 24 |
|
|
2025
Q1 | $7.66M | Buy |
14,363
+113
| +0.8% | +$60.3K | 0.81% | 23 |
|
|
2024
Q4 | $8.12M | Buy |
14,250
+224
| +2% | +$128K | 0.84% | 22 |
|
|
2024
Q3 | $7.99M | Sell |
14,026
-163
| -1% | -$92.9K | 0.85% | 23 |
|
|
2024
Q2 | $7.59M | Buy |
14,189
+132
| +0.9% | +$70.6K | 0.87% | 22 |
|
|
2024
Q1 | $7.82M | Buy |
14,057
+78
| +0.6% | +$43.4K | 0.95% | 22 |
|
|
2023
Q4 | $7.09M | Buy |
13,979
+1,099
| +9% | +$558K | 1% | 23 |
|
|
2023
Q3 | $5.88M | Buy |
12,880
+488
| +4% | +$223K | 0.94% | 23 |
|
|
2023
Q2 | $5.93M | Buy |
12,392
+207
| +2% | +$99.1K | 1.01% | 23 |
|
|
2023
Q1 | $5.59M | Sell |
12,185
-77
| -0.6% | -$35.3K | 1.06% | 19 |
|
|
2022
Q4 | $5.43M | Buy |
12,262
+579
| +5% | +$256K | 1.23% | 18 |
|
|
2022
Q3 | $4.69M | Buy |
11,683
+918
| +9% | +$369K | 1.15% | 20 |
|
|
2022
Q2 | $4.45M | Buy |
10,765
+845
| +9% | +$349K | 1.11% | 21 |
|
|
2022
Q1 | $4.87M | Sell |
9,920
-148
| -1% | -$72.6K | 1.04% | 23 |
|
|
2021
Q4 | $5.21M | Buy |
10,068
+885
| +10% | +$458K | 1.5% | 18 |
|
|
2021
Q3 | $4.42M | Buy |
9,183
+1,838
| +25% | +$884K | 1.3% | 12 |
|
|
2021
Q2 | $3.62M | Sell |
7,345
-2,730
| -27% | -$1.34M | 1.19% | 13 |
|
|
2021
Q1 | $4.8M | Buy |
10,075
+6,128
| +155% | +$2.92M | 1.25% | 11 |
|
|
2020
Q4 | $1.66M | Sell |
3,947
-7,060
| -64% | -$2.96M | 0.81% | 23 |
|
|
2020
Q3 | $3.73M | Buy |
11,007
+9,420
| +594% | +$3.19M | 0.97% | 18 |
|
|
2020
Q2 | $515K | Buy |
+1,587
| New | +$515K | 0.46% | 50 |
|
|
2019
Q4 | $765K | Buy |
+2,037
| New | +$765K | 0.74% | 32 |
|