Rockwood Wealth Management’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 | $227K | Hold |
400
| – | – | 0.02% | 92 |
|
|
2025
Q1 | $213K | Hold |
400
| – | – | 0.02% | 90 |
|
|
2024
Q4 | $227K | Hold |
400
| – | – | 0.02% | 84 |
|
|
2024
Q3 | $228K | Hold |
400
| – | – | 0.03% | 79 |
|
|
2024
Q2 | $214K | Hold |
400
| – | – | 0.03% | 78 |
|
|
2024
Q1 | $223K | Hold |
400
| – | – | 0.03% | 77 |
|
|
2023
Q4 | $203K | Buy |
+400
| New | +$203K | 0.03% | 74 |
|
|
2022
Q1 | – | Sell |
-400
| Closed | -$207K | – | 101 |
|
|
2021
Q4 | $207K | Buy |
+400
| New | +$207K | 0.09% | 114 |
|