Schrum Private Wealth Management’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 | $736K | Hold |
1,298
| – | – | 0.59% | 48 |
|
|
2025
Q1 | $693K | Hold |
1,298
| – | – | 0.61% | 45 |
|
|
2024
Q4 | $740K | Buy |
+1,298
| New | +$740K | 0.63% | 43 |
|
|
2024
Q3 | – | Sell |
-1,298
| Closed | -$695K | – | 175 |
|
|
2024
Q2 | $695K | Hold |
1,298
| – | – | 0.63% | 45 |
|
|
2024
Q1 | $722K | Buy |
+1,298
| New | +$722K | 0.66% | 42 |
|
|
2023
Q4 | – | Sell |
-1,298
| Closed | -$593K | – | 108 |
|
|
2023
Q3 | $593K | Hold |
1,298
| – | – | 0.68% | 43 |
|
|
2023
Q2 | $622K | Hold |
1,298
| – | – | 0.67% | 43 |
|
|
2023
Q1 | $595K | Hold |
1,298
| – | – | 0.69% | 43 |
|
|
2022
Q4 | $575K | Sell |
1,298
-454
| -26% | -$201K | 0.68% | 43 |
|
|
2022
Q3 | $704K | Hold |
1,752
| – | – | 0.89% | 31 |
|
|
2022
Q2 | $724K | Hold |
1,752
| – | – | 0.82% | 33 |
|
|
2022
Q1 | $855K | Hold |
1,752
| – | – | 0.86% | 31 |
|
|
2021
Q4 | $907K | Buy |
+1,752
| New | +$907K | 0.83% | 33 |
|