Trail Ridge Investment Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Buy |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $410K | Sell |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $471K | Sell |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $511K | Sell |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $788K | Sell |
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|
2022
Q2 | $737K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.09M | Buy |
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