Samalin Investment Counsel’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 | $803K | Buy |
1,416
+2
| +0.1% | +$1.13K | 0.31% | 90 |
|
|
2025
Q1 | $754K | Buy |
1,414
+71
| +5% | +$37.9K | 0.31% | 95 |
|
|
2024
Q4 | $765K | Buy |
1,343
+35
| +3% | +$19.9K | 0.33% | 89 |
|
|
2024
Q3 | $745K | Buy |
1,308
+161
| +14% | +$91.7K | 0.32% | 92 |
|
|
2024
Q2 | $614K | Buy |
1,147
+5
| +0.4% | +$2.68K | 0.29% | 106 |
|
|
2024
Q1 | $635K | Buy |
1,142
+21
| +2% | +$11.7K | 0.3% | 102 |
|
|
2023
Q4 | $569K | Hold |
1,121
| – | – | 0.29% | 110 |
|
|
2023
Q3 | $512K | Hold |
1,121
| – | – | 0.29% | 101 |
|
|
2023
Q2 | $537K | Sell |
1,121
-29
| -3% | -$13.9K | 0.29% | 102 |
|
|
2023
Q1 | $527K | Sell |
1,150
-10
| -0.9% | -$4.59K | 0.32% | 90 |
|
|
2022
Q4 | $514K | Sell |
1,160
-358
| -24% | -$159K | 0.32% | 95 |
|
|
2022
Q3 | $610K | Sell |
1,518
-10
| -0.7% | -$4.02K | 0.45% | 60 |
|
|
2022
Q2 | $632K | Hold |
1,528
| – | – | 0.45% | 64 |
|
|
2022
Q1 | $749K | Buy |
1,528
+1
| +0.1% | +$490 | 0.45% | 61 |
|
|
2021
Q4 | $791K | Hold |
1,527
| – | – | 0.47% | 55 |
|
|
2021
Q3 | $734K | Buy |
1,527
+1
| +0.1% | +$481 | 0.48% | 54 |
|
|
2021
Q2 | $750K | Sell |
1,526
-8
| -0.5% | -$3.93K | 0.49% | 57 |
|
|
2021
Q1 | $730K | Hold |
1,534
| – | – | 0.49% | 55 |
|
|
2020
Q4 | $644K | Buy |
1,534
+18
| +1% | +$7.56K | 0.48% | 51 |
|
|
2020
Q3 | $514K | Buy |
1,516
+1
| +0.1% | +$339 | 0.46% | 60 |
|
|
2020
Q2 | $491K | Hold |
1,515
| – | – | 0.51% | 57 |
|
|
2020
Q1 | $398K | Buy |
1,515
+5
| +0.3% | +$1.31K | 0.53% | 57 |
|
|
2019
Q4 | $566K | Buy |
+1,510
| New | +$566K | 0.48% | 52 |
|