Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-464
| Closed | -$258K | – | 37 |
|
|
2024
Q1 | $258K | Buy |
464
+2
| +0.4% | +$1.11K | 0.11% | 59 |
|
|
2023
Q4 | $235K | Buy |
462
+1
| +0.2% | +$508 | 0.12% | 61 |
|
|
2023
Q3 | $210K | Buy |
461
+2
| +0.4% | +$913 | 0.12% | 58 |
|
|
2023
Q2 | $220K | Buy |
459
+1
| +0.2% | +$479 | 0.12% | 55 |
|
|
2023
Q1 | $210K | Buy |
458
+1
| +0.2% | +$459 | 0.13% | 52 |
|
|
2022
Q4 | $202K | Buy |
+457
| New | +$202K | 0.13% | 54 |
|
|
2022
Q2 | – | Sell |
-452
| Closed | -$222K | – | 60 |
|
|
2022
Q1 | $222K | Buy |
452
+1
| +0.2% | +$491 | 0.16% | 54 |
|
|
2021
Q4 | $233K | Sell |
451
-104
| -19% | -$53.7K | 0.16% | 53 |
|
|
2021
Q3 | $267K | Buy |
555
+2
| +0.4% | +$962 | 0.1% | 62 |
|
|
2021
Q2 | $272K | Hold |
553
| – | – | 0.11% | 53 |
|
|
2021
Q1 | $263K | Buy |
553
+2
| +0.4% | +$951 | 0.14% | 54 |
|
|
2020
Q4 | $231K | Buy |
+551
| New | +$231K | 0.15% | 55 |
|