Stone Summit 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 | $942K | Sell |
1,663
-2,771
| -62% | -$1.57M | 0.29% | 74 |
|
|
2025
Q1 | $2.37M | Buy |
4,434
+55
| +1% | +$29.3K | 0.8% | 44 |
|
|
2024
Q4 | $2.49M | Buy |
4,379
+488
| +13% | +$278K | 0.84% | 39 |
|
|
2024
Q3 | $2.22M | Buy |
3,891
+1,132
| +41% | +$645K | 0.72% | 47 |
|
|
2024
Q2 | $1.48M | Buy |
2,759
+490
| +22% | +$262K | 0.53% | 57 |
|
|
2024
Q1 | $1.26M | Buy |
+2,269
| New | +$1.26M | 0.44% | 66 |
|