Sax Wealth Advisors’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
Q3 | $656K | Buy |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $339K | Hold |
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|
2024
Q4 | $362K | Hold |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $212K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.59M | Hold |
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|
2021
Q3 | $1.48M | Hold |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.29M | Buy |
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