Sanders Morris Harris’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 | $566K | Sell |
1,000
-192
| -16% | -$109K | 0.14% | 63 |
|
|
2025
Q1 | $636K | Hold |
1,192
| – | – | 0.1% | 134 |
|
|
2024
Q4 | $682K | Sell |
1,192
-83
| -7% | -$47.5K | 0.1% | 139 |
|
|
2024
Q3 | $726K | Hold |
1,275
| – | – | 0.12% | 122 |
|
|
2024
Q2 | $682K | Hold |
1,275
| – | – | 0.11% | 125 |
|
|
2024
Q1 | $709K | Buy |
+1,275
| New | +$709K | 0.13% | 125 |
|
|
2023
Q4 | – | Sell |
-1,300
| Closed | -$594K | – | 213 |
|
|
2023
Q3 | $594K | Hold |
1,300
| – | – | 0.12% | 131 |
|
|
2023
Q2 | $623K | Hold |
1,300
| – | – | 0.14% | 114 |
|
|
2023
Q1 | $596K | Buy |
+1,300
| New | +$596K | 0.21% | 43 |
|
|
2022
Q4 | – | Sell |
-1,300
| Closed | -$522K | – | 241 |
|
|
2022
Q3 | $522K | Hold |
1,300
| – | – | 0.13% | 128 |
|
|
2022
Q2 | $537K | Buy |
+1,300
| New | +$537K | 0.12% | 133 |
|
|
2018
Q4 | – | Sell |
-550
| Closed | -$202K | – | 130 |
|
|
2018
Q3 | $202K | Buy |
+550
| New | +$202K | 0.09% | 118 |
|
|
2016
Q2 | – | Sell |
-1,393
| Closed | -$365K | – | 297 |
|
|
2016
Q1 | $365K | Buy |
+1,393
| New | +$365K | 0.06% | 221 |
|