U.S. Capital Wealth Advisors’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 | $3.93M | Buy |
6,937
+171
| +3% | +$96.9K | 0.11% | 195 |
|
|
2025
Q1 | $3.61M | Buy |
6,766
+77
| +1% | +$41.1K | 0.11% | 195 |
|
|
2024
Q4 | $3.81M | Buy |
6,689
+432
| +7% | +$246K | 0.12% | 188 |
|
|
2024
Q3 | $3.56M | Sell |
6,257
-148
| -2% | -$84.3K | 0.13% | 164 |
|
|
2024
Q2 | $3.43M | Buy |
6,405
+112
| +2% | +$59.9K | 0.13% | 156 |
|
|
2024
Q1 | $3.5M | Buy |
6,293
+74
| +1% | +$41.2K | 0.13% | 155 |
|
|
2023
Q4 | $3.16M | Buy |
6,219
+2,621
| +73% | +$1.33M | 0.13% | 167 |
|
|
2023
Q3 | $1.64M | Buy |
3,598
+3,127
| +664% | +$1.43M | 0.07% | 234 |
|
|
2023
Q2 | $225K | Buy |
+471
| New | +$225K | 0.01% | 597 |
|
|
2023
Q1 | – | Sell |
-406
| Closed | -$180K | – | 1157 |
|
|
2022
Q4 | $180K | Buy |
+406
| New | +$180K | 0.01% | 628 |
|
|
2022
Q2 | – | Sell |
-466
| Closed | -$229K | – | 709 |
|
|
2022
Q1 | $229K | Buy |
466
+20
| +4% | +$9.83K | 0.01% | 647 |
|
|
2021
Q4 | $231K | Buy |
+446
| New | +$231K | 0.01% | 650 |
|