Root Financial Partners’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 | $263K | Buy |
465
+1
| +0.2% | +$566 | 0.03% | 200 |
|
|
2025
Q1 | $248K | Hold |
464
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $264K | Hold |
464
| – | – | 0.03% | 170 |
|
|
2024
Q3 | $264K | Buy |
464
+51
| +12% | +$29.1K | 0.04% | 131 |
|
|
2024
Q2 | $221K | Buy |
413
+8
| +2% | +$4.28K | 0.05% | 104 |
|
|
2024
Q1 | $225K | Buy |
+405
| New | +$225K | 0.07% | 89 |
|