Union Savings Bank’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 | $3.79M | Sell |
6,582
-217
| -3% | -$125K | 1.74% | 9 |
|
|
2025
Q1 | $3.63M | Sell |
6,799
-12
| -0.2% | -$6.4K | 1.77% | 9 |
|
|
2024
Q4 | $3.88M | Sell |
6,811
-14
| -0.2% | -$7.97K | 1.91% | 9 |
|
|
2024
Q3 | $3.89M | Sell |
6,825
-178
| -3% | -$101K | 1.91% | 9 |
|
|
2024
Q2 | $3.75M | Sell |
7,003
-69
| -1% | -$36.9K | 1.97% | 9 |
|
|
2024
Q1 | $3.93M | Sell |
7,072
-6
| -0.1% | -$3.34K | 2.06% | 9 |
|
|
2023
Q4 | $3.59M | Hold |
7,078
| – | – | 2.04% | 9 |
|
|
2023
Q3 | $3.23M | Sell |
7,078
-6
| -0.1% | -$2.74K | 2.01% | 8 |
|
|
2023
Q2 | $3.53M | Buy |
+7,084
| New | +$3.53M | 2.11% | 8 |
|