Tyler-Stone 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 | $373K | Sell |
658
-30
| -4% | -$17K | 0.06% | 231 |
|
|
2025
Q1 | $367K | Hold |
688
| – | – | 0.07% | 219 |
|
|
2024
Q4 | $392K | Hold |
688
| – | – | 0.07% | 217 |
|
|
2024
Q3 | $392K | Buy |
688
+344
| +100% | +$196K | 0.07% | 216 |
|
|
2024
Q2 | $184K | Buy |
344
+9
| +3% | +$4.82K | 0.08% | 200 |
|
|
2024
Q1 | $186K | Hold |
335
| – | – | 0.08% | 201 |
|
|
2023
Q4 | $170K | Hold |
335
| – | – | 0.09% | 194 |
|
|
2023
Q3 | $153K | Hold |
335
| – | – | 0.09% | 190 |
|
|
2023
Q2 | $160K | Buy |
+335
| New | +$160K | 0.09% | 188 |
|
|
2022
Q4 | $148K | Hold |
335
| – | – | 0.1% | 183 |
|
|
2022
Q3 | $135K | Hold |
335
| – | – | 0.1% | 178 |
|
|
2022
Q2 | $139K | Hold |
335
| – | – | 0.09% | 193 |
|
|
2022
Q1 | $164K | Hold |
335
| – | – | 0.09% | 198 |
|
|
2021
Q4 | $173K | Buy |
+335
| New | +$173K | 0.09% | 203 |
|