Simplicity Wealth’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 | $1.23M | Buy |
2,163
+228
| +12% | +$129K | 0.05% | 294 |
|
|
2025
Q1 | $1.03M | Buy |
1,935
+671
| +53% | +$358K | 0.08% | 252 |
|
|
2024
Q4 | $720K | Sell |
1,264
-6
| -0.5% | -$3.42K | 0.15% | 120 |
|
|
2024
Q3 | $723K | Sell |
1,270
-1,118
| -47% | -$637K | 0.07% | 235 |
|
|
2024
Q2 | $1.28M | Sell |
2,388
-11
| -0.5% | -$5.89K | 0.03% | 456 |
|
|
2024
Q1 | $1.33M | Buy |
+2,399
| New | +$1.33M | 0.03% | 446 |
|