RMR Wealth Builders’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 | $8.32M | Buy |
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|
2025
Q1 | $7.66M | Buy |
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|
2024
Q4 | $8.12M | Buy |
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|
2024
Q3 | $7.99M | Sell |
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|
2024
Q2 | $7.59M | Buy |
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|
2024
Q1 | $7.82M | Buy |
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|
2023
Q4 | $7.09M | Buy |
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|
2023
Q3 | $5.88M | Buy |
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|
2023
Q2 | $5.93M | Buy |
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|
2023
Q1 | $5.59M | Sell |
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|
2022
Q4 | $5.43M | Buy |
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|
2022
Q3 | $4.69M | Buy |
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|
2022
Q2 | $4.45M | Buy |
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|
2022
Q1 | $4.87M | Sell |
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|
2021
Q4 | $5.21M | Buy |
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|
2021
Q3 | $4.42M | Buy |
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|
2021
Q2 | $3.62M | Sell |
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|
2021
Q1 | $4.8M | Buy |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $3.73M | Buy |
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|
2020
Q2 | $515K | Buy |
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|
2019
Q4 | $765K | Buy |
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