Tower View Wealth Management’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 | $716K | Sell |
1,263
-5,756
| -82% | -$3.26M | 0.37% | 40 |
|
|
2025
Q1 | $3.74M | Buy |
7,019
+1,501
| +27% | +$801K | 2.18% | 21 |
|
|
2024
Q4 | $3.14M | Buy |
5,518
+861
| +18% | +$490K | 1.66% | 30 |
|
|
2024
Q3 | $2.65M | Buy |
4,657
+104
| +2% | +$59.2K | 1.45% | 32 |
|
|
2024
Q2 | $2.44M | Buy |
4,553
+158
| +4% | +$84.5K | 1.4% | 33 |
|
|
2024
Q1 | $2.45M | Buy |
4,395
+132
| +3% | +$73.4K | 1.43% | 31 |
|
|
2023
Q4 | $2.16M | Buy |
4,263
+55
| +1% | +$27.9K | 1.34% | 33 |
|
|
2023
Q3 | $1.92M | Sell |
4,208
-177
| -4% | -$80.8K | 1.35% | 32 |
|
|
2023
Q2 | $2.1M | Sell |
4,385
-608
| -12% | -$291K | 1.42% | 35 |
|
|
2023
Q1 | $2.29M | Buy |
4,993
+97
| +2% | +$44.5K | 1.54% | 32 |
|
|
2022
Q4 | $2.17M | Buy |
4,896
+144
| +3% | +$63.8K | 1.51% | 32 |
|
|
2022
Q3 | $1.91M | Buy |
4,752
+116
| +3% | +$46.6K | 1.45% | 32 |
|
|
2022
Q2 | $1.92M | Buy |
4,636
+543
| +13% | +$225K | 1.41% | 32 |
|
|
2022
Q1 | $2.01M | Buy |
4,093
+586
| +17% | +$287K | 1.08% | 40 |
|
|
2021
Q4 | $1.82M | Buy |
3,507
+1,714
| +96% | +$887K | 0.92% | 43 |
|
|
2021
Q3 | $862K | Buy |
1,793
+1,459
| +437% | +$701K | 0.48% | 57 |
|
|
2021
Q2 | $164K | Buy |
334
+1
| +0.3% | +$491 | 0.08% | 82 |
|
|
2021
Q1 | $159K | Buy |
333
+1
| +0.3% | +$477 | 0.09% | 85 |
|
|
2020
Q4 | $140K | Buy |
332
+329
| +10,967% | +$139K | 0.08% | 83 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 153 |
|
|
2020
Q2 | $1K | Sell |
3
-18,925
| -100% | -$6.31M | ﹤0.01% | 149 |
|
|
2020
Q1 | $4.98M | Buy |
18,928
+2,108
| +13% | +$554K | 4.49% | 1 |
|
|
2019
Q4 | $6.31M | Buy |
16,820
+270
| +2% | +$101K | 4.78% | 1 |
|
|
2019
Q3 | $5.83M | Buy |
16,550
+669
| +4% | +$236K | 4.82% | 1 |
|
|
2019
Q2 | $5.63M | Buy |
15,881
+300
| +2% | +$106K | 4.8% | 1 |
|
|
2019
Q1 | $5.38M | Buy |
15,581
+1,666
| +12% | +$575K | 4.78% | 1 |
|
|
2018
Q4 | $4.21M | Buy |
13,915
+338
| +2% | +$102K | 4.35% | 1 |
|
|
2018
Q3 | $4.99M | Buy |
13,577
+55
| +0.4% | +$20.2K | 4.36% | 1 |
|
|
2018
Q2 | $4.8M | Buy |
13,522
+133
| +1% | +$47.2K | 4.53% | 1 |
|
|
2018
Q1 | $4.58M | Buy |
13,389
+565
| +4% | +$193K | 4.57% | 1 |
|
|
2017
Q4 | $4.43M | Buy |
+12,824
| New | +$4.43M | 4.08% | 2 |
|