SteelPeak 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 | $220K | Buy |
387
+10
| +3% | +$5.68K | 0.01% | 463 |
|
|
2025
Q1 | $202K | Buy |
+377
| New | +$202K | 0.01% | 465 |
|
|
2023
Q4 | – | Sell |
-706
| Closed | -$324K | – | 423 |
|
|
2023
Q3 | $324K | Buy |
706
+81
| +13% | +$37.1K | 0.02% | 310 |
|
|
2023
Q2 | $300K | Sell |
625
-15
| -2% | -$7.21K | 0.02% | 311 |
|
|
2023
Q1 | $294K | Sell |
640
-753
| -54% | -$346K | 0.02% | 296 |
|
|
2022
Q4 | $619K | Buy |
1,393
+109
| +8% | +$48.4K | 0.05% | 216 |
|
|
2022
Q3 | $518K | Buy |
1,284
+13
| +1% | +$5.25K | 0.04% | 239 |
|
|
2022
Q2 | $527K | Buy |
1,271
+2
| +0.2% | +$829 | 0.04% | 244 |
|
|
2022
Q1 | $622K | Buy |
1,269
+102
| +9% | +$50K | 0.04% | 238 |
|
|
2021
Q4 | $604K | Buy |
1,167
+117
| +11% | +$60.6K | 0.03% | 221 |
|
|
2021
Q3 | $505K | Hold |
1,050
| – | – | 0.03% | 240 |
|
|
2021
Q2 | $515K | Sell |
1,050
-3
| -0.3% | -$1.47K | 0.04% | 257 |
|
|
2021
Q1 | $501K | Buy |
1,053
+51
| +5% | +$24.3K | 0.04% | 220 |
|
|
2020
Q4 | $421K | Buy |
1,002
+20
| +2% | +$8.4K | 0.04% | 224 |
|
|
2020
Q3 | $333K | Sell |
982
-378
| -28% | -$128K | 0.04% | 201 |
|
|
2020
Q2 | $441K | Buy |
+1,360
| New | +$441K | 0.06% | 170 |
|