Taylor Financial Group’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 | $1.09M | Sell |
1,929
-95
| -5% | -$53.8K | 0.68% | 35 |
|
2025
Q1 | $1.08M | Sell |
2,024
-75
| -4% | -$40K | 0.75% | 31 |
|
2024
Q4 | $1.2M | Hold |
2,099
| – | – | 0.83% | 31 |
|
2024
Q3 | $1.2M | Hold |
2,099
| – | – | 0.83% | 29 |
|
2024
Q2 | $1.12M | Hold |
2,099
| – | – | 0.86% | 29 |
|
2024
Q1 | $1.17M | Hold |
2,099
| – | – | 0.89% | 30 |
|
2023
Q4 | $1.06M | Buy |
+2,099
| New | +$1.06M | 0.88% | 32 |
|