Rothschild Investment LLC’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 | $68.3K | Buy |
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|
2025
Q1 | $64.3K | Hold |
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|
2024
Q4 | $68.5K | Buy |
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|
2024
Q3 | $57.1K | Hold |
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|
2024
Q2 | $53.5K | Buy |
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|
2024
Q1 | $27.8K | Hold |
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|
2023
Q4 | $25.4K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $879K | Hold |
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|
2021
Q1 | $852K | Sell |
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|
2020
Q4 | $756K | Hold |
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|
2020
Q3 | $610K | Sell |
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|
2020
Q2 | $809K | Sell |
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|
2020
Q1 | $10.6M | Hold |
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|
2019
Q4 | $15.1M | Sell |
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|
2019
Q3 | $14.2M | Buy |
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|
2019
Q2 | $14.2M | Hold |
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|
2019
Q1 | $13.8M | Sell |
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|
2018
Q4 | $12.1M | Hold |
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|
2018
Q3 | $14.7M | Sell |
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|
2018
Q2 | $14.2M | Hold |
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|
2018
Q1 | $13.7M | Hold |
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|
2017
Q4 | $13.9M | Sell |
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|
2017
Q3 | $13.1M | Hold |
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|
2017
Q2 | $12.8M | Hold |
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|
2017
Q1 | $12.5M | Sell |
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|
2016
Q4 | $12.1M | Sell |
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|
2016
Q3 | $11.8M | Hold |
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|
2016
Q2 | $11.4M | Hold |
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|
2016
Q1 | $11M | Buy |
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|
2015
Q4 | $10.2M | Hold |
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|
2015
Q3 | $10M | Sell |
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|
2015
Q2 | $11M | Sell |
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|
2015
Q1 | $11.2M | Sell |
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|
2014
Q4 | $10.7M | Sell |
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|
2014
Q3 | $10.1M | Sell |
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|
2014
Q2 | $10.5M | Sell |
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|
2014
Q1 | $10.1M | Sell |
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|
2013
Q4 | $9.91M | Buy |
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|
2013
Q3 | $9.18M | Hold |
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|
2013
Q2 | $8.52M | Buy |
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