TruWealth 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 | $1.25M | Hold |
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|
2025
Q2 | $1.19M | Hold |
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|
2025
Q1 | $1.12M | Hold |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.24M | Hold |
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|
2024
Q1 | $1.28M | Hold |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.11M | Hold |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $966K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.71M | Sell |
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|
2020
Q4 | $1.86M | Buy |
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