Sequoia Financial 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 | $883K | Buy |
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|
2025
Q2 | $777K | Buy |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $784K | Buy |
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|
2024
Q3 | $754K | Buy |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $745K | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $665K | Buy |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $614K | Buy |
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|
2022
Q3 | $530K | Hold |
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|
2022
Q2 | $545K | Hold |
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|
2022
Q1 | $647K | Sell |
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|
2021
Q4 | $770K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $568K | Sell |
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|
2021
Q1 | $574K | Hold |
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|
2020
Q4 | $507K | Hold |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $388K | Hold |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $562K | Sell |
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|
2019
Q3 | $556K | Hold |
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|
2019
Q2 | $559K | Sell |
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|
2019
Q1 | $769K | Sell |
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|
2018
Q4 | $676K | Buy |
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|
2018
Q3 | $697K | Sell |
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|
2018
Q2 | $678K | Sell |
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|
2018
Q1 | $730K | Sell |
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|
2017
Q4 | $743K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $418K | Buy |
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