Sax Wealth Advisors’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 | $372K | Buy |
657
+22
| +3% | +$12.5K | 0.02% | 302 |
|
|
2025
Q1 | $339K | Hold |
635
| – | – | 0.02% | 272 |
|
|
2024
Q4 | $362K | Hold |
635
| – | – | 0.03% | 238 |
|
|
2024
Q3 | $362K | Buy |
635
+114
| +22% | +$64.9K | 0.03% | 200 |
|
|
2024
Q2 | $279K | Buy |
521
+140
| +37% | +$74.9K | 0.03% | 217 |
|
|
2024
Q1 | $212K | Buy |
+381
| New | +$212K | 0.02% | 178 |
|
|
2022
Q1 | – | Sell |
-3,081
| Closed | -$1.6M | – | 182 |
|
|
2021
Q4 | $1.6M | Hold |
3,081
| – | – | 0.33% | 51 |
|
|
2021
Q3 | $1.48M | Hold |
3,081
| – | – | 0.35% | 51 |
|
|
2021
Q2 | $1.51M | Sell |
3,081
-1,100
| -26% | -$540K | 0.52% | 45 |
|
|
2021
Q1 | $1.99M | Buy |
4,181
+1,100
| +36% | +$524K | 0.73% | 36 |
|
|
2020
Q4 | $1.29M | Buy |
+3,081
| New | +$1.29M | 0.59% | 44 |
|