TriaGen 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 | $340K | Hold |
600
| – | – | 0.1% | 140 |
|
|
2025
Q1 | $320K | Hold |
600
| – | – | 0.11% | 133 |
|
|
2024
Q4 | $342K | Hold |
600
| – | – | 0.12% | 130 |
|
|
2024
Q3 | $342K | Hold |
600
| – | – | 0.11% | 134 |
|
|
2024
Q2 | $321K | Hold |
600
| – | – | 0.12% | 130 |
|
|
2024
Q1 | $334K | Hold |
600
| – | – | 0.14% | 124 |
|
|
2023
Q4 | $304K | Hold |
600
| – | – | 0.15% | 122 |
|
|
2023
Q3 | $274K | Hold |
600
| – | – | 0.14% | 122 |
|
|
2023
Q2 | $287K | Hold |
600
| – | – | 0.13% | 138 |
|
|
2023
Q1 | $275K | Hold |
600
| – | – | 0.14% | 132 |
|
|
2022
Q4 | $266K | Hold |
600
| – | – | 0.15% | 141 |
|
|
2022
Q3 | $241K | Hold |
600
| – | – | 0.13% | 138 |
|
|
2022
Q2 | $248K | Hold |
600
| – | – | 0.18% | 130 |
|
|
2022
Q1 | $294K | Hold |
600
| – | – | 0.15% | 140 |
|
|
2021
Q4 | $311K | Hold |
600
| – | – | 0.15% | 140 |
|
|
2021
Q3 | $289K | Hold |
600
| – | – | 0.16% | 147 |
|
|
2021
Q2 | $295K | Hold |
600
| – | – | 0.15% | 151 |
|
|
2021
Q1 | $286K | Hold |
600
| – | – | 0.16% | 137 |
|
|
2020
Q4 | $252K | Buy |
+600
| New | +$252K | 0.15% | 145 |
|