TWA
TCI Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $718K | Hold |
1,268
| – | – | 0.05% | 117 |
|
|
2025
Q1 | $676K | Hold |
1,268
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $722K | Hold |
1,268
| – | – | 0.06% | 100 |
|
|
2024
Q3 | $722K | Hold |
1,268
| – | – | 0.06% | 100 |
|
|
2024
Q2 | $678K | Hold |
1,268
| – | – | 0.06% | 98 |
|
|
2024
Q1 | $706K | Hold |
1,268
| – | – | 0.07% | 100 |
|
|
2023
Q4 | $643K | Sell |
1,268
-18
| -1% | -$9.13K | 0.07% | 98 |
|
|
2023
Q3 | $587K | Sell |
1,286
-11
| -0.8% | -$5.02K | 0.07% | 97 |
|
|
2023
Q2 | $621K | Sell |
1,297
-4
| -0.3% | -$1.92K | 0.08% | 96 |
|
|
2023
Q1 | $596K | Buy |
1,301
+1,224
| +1,590% | +$561K | 0.08% | 96 |
|
|
2022
Q4 | $34.1K | Buy |
77
+75
| +3,750% | +$33.2K | ﹤0.01% | 505 |
|
|
2022
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 2117 |
|
|
2018
Q2 | – | Sell |
-53
| Closed | -$18K | – | 1561 |
|
|
2018
Q1 | $18K | Sell |
53
-200
| -79% | -$67.9K | 0.01% | 504 |
|
|
2017
Q4 | $87K | Buy |
253
+200
| +377% | +$68.8K | 0.04% | 253 |
|
|
2017
Q3 | $17K | Hold |
53
| – | – | 0.01% | 487 |
|
|
2017
Q2 | $17K | Buy |
+53
| New | +$17K | 0.01% | 486 |
|
|
2015
Q3 | – | Sell |
-24
| Closed | -$7K | – | 997 |
|
|
2015
Q2 | $7K | Buy |
+24
| New | +$7K | ﹤0.01% | 585 |
|