Sowell Financial Services’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 | $2.92M | Buy |
5,153
+107
| +2% | +$60.6K | 0.12% | 180 |
|
|
2025
Q1 | $2.69M | Buy |
+5,046
| New | +$2.69M | 0.12% | 169 |
|
|
2023
Q2 | – | Sell |
-1,063
| Closed | -$487K | – | 718 |
|
|
2023
Q1 | $487K | Buy |
+1,063
| New | +$487K | 0.04% | 437 |
|
|
2021
Q2 | – | Sell |
-1,672
| Closed | -$835K | – | 1833 |
|
|
2021
Q1 | $835K | Buy |
1,672
+130
| +8% | +$64.9K | 0.03% | 469 |
|
|
2020
Q4 | $648K | Buy |
1,542
+1,321
| +598% | +$555K | 0.03% | 448 |
|
|
2020
Q3 | $75K | Buy |
221
+138
| +166% | +$46.8K | ﹤0.01% | 1080 |
|
|
2020
Q2 | $27K | Hold |
83
| – | – | ﹤0.01% | 1366 |
|
|
2020
Q1 | $22K | Sell |
83
-9,925
| -99% | -$2.63M | ﹤0.01% | 1357 |
|
|
2019
Q4 | $3.76M | Sell |
10,008
-5,282
| -35% | -$1.98M | 0.29% | 71 |
|
|
2019
Q3 | $5.39M | Buy |
+15,290
| New | +$5.39M | 0.45% | 50 |
|
|
2019
Q1 | $3.4M | Buy |
9,840
+681
| +7% | +$235K | 0.38% | 58 |
|
|
2018
Q4 | $2.77M | Buy |
9,159
+6,079
| +197% | +$1.84M | 0.39% | 56 |
|
|
2018
Q3 | $1.13M | Buy |
3,080
+123
| +4% | +$45.2K | 0.16% | 109 |
|
|
2018
Q2 | $1.07M | Sell |
2,957
-263
| -8% | -$95.1K | 0.23% | 107 |
|
|
2018
Q1 | $1.1M | Buy |
3,220
+1,385
| +75% | +$472K | 0.27% | 88 |
|
|
2017
Q4 | $653K | Buy |
1,835
+641
| +54% | +$228K | 0.16% | 127 |
|
|
2017
Q3 | $397K | Buy |
1,194
+386
| +48% | +$128K | 0.1% | 162 |
|
|
2017
Q2 | $257K | Sell |
808
-4,215
| -84% | -$1.34M | 0.07% | 205 |
|
|
2017
Q1 | $1.58M | Buy |
5,023
+134
| +3% | +$42.2K | 0.47% | 59 |
|
|
2016
Q4 | $1.54M | Buy |
+4,889
| New | +$1.54M | 0.52% | 56 |
|