Sound Income Strategies’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 | $835K | Buy |
1,474
+1,470
| +36,750% | +$833K | 0.05% | 159 |
|
|
2025
Q1 | $2.13K | Hold |
4
| – | – | ﹤0.01% | 1217 |
|
|
2024
Q4 | $2.28K | Sell |
4
-5,054
| -100% | -$2.88M | ﹤0.01% | 1145 |
|
|
2024
Q3 | $2.88M | Buy |
+5,058
| New | +$2.88M | 0.19% | 103 |
|
|
2024
Q2 | – | Sell |
-17
| Closed | -$9.46K | – | 1451 |
|
|
2024
Q1 | $9.46K | Buy |
+17
| New | +$9.46K | ﹤0.01% | 767 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$19.2K | – | 1210 |
|
|
2023
Q2 | $19.2K | Sell |
40
-30
| -43% | -$14.4K | ﹤0.01% | 438 |
|
|
2023
Q1 | $32.1K | Hold |
70
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $31K | Hold |
70
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $28K | Hold |
70
| – | – | ﹤0.01% | 309 |
|
|
2022
Q2 | $29K | Buy |
+70
| New | +$29K | ﹤0.01% | 296 |
|
|
2021
Q3 | – | Sell |
-22
| Closed | -$11K | – | 875 |
|
|
2021
Q2 | $11K | Hold |
22
| – | – | ﹤0.01% | 458 |
|
|
2021
Q1 | $10.5K | Sell |
22
-6
| -21% | -$2.86K | ﹤0.01% | 477 |
|
|
2020
Q4 | $12K | Hold |
28
| – | – | ﹤0.01% | 421 |
|
|
2020
Q3 | $9K | Hold |
28
| – | – | ﹤0.01% | 434 |
|
|
2020
Q2 | $9K | Hold |
28
| – | – | ﹤0.01% | 408 |
|
|
2020
Q1 | $7K | Buy |
28
+3
| +12% | +$750 | ﹤0.01% | 400 |
|
|
2019
Q4 | $9K | Hold |
25
| – | – | ﹤0.01% | 354 |
|
|
2019
Q3 | $9K | Hold |
25
| – | – | ﹤0.01% | 329 |
|
|
2019
Q2 | $9K | Sell |
25
-201
| -89% | -$72.4K | ﹤0.01% | 349 |
|
|
2019
Q1 | $78K | Buy |
226
+203
| +883% | +$70.1K | 0.04% | 99 |
|
|
2018
Q4 | $7K | Sell |
23
-327
| -93% | -$99.5K | ﹤0.01% | 392 |
|
|
2018
Q3 | $129K | Buy |
350
+327
| +1,422% | +$121K | 0.06% | 72 |
|
|
2018
Q2 | $8K | Buy |
23
+1
| +5% | +$348 | ﹤0.01% | 355 |
|
|
2018
Q1 | $8K | Hold |
22
| – | – | 0.01% | 321 |
|
|
2017
Q4 | $7K | Buy |
+22
| New | +$7K | ﹤0.01% | 282 |
|