Valeo Financial 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 | $586K | Sell |
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|
2025
Q2 | $601K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $430K | Buy |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $400K | Buy |
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|
2023
Q4 | $357K | Hold |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $334K | Buy |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $295K | Sell |
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|
2021
Q3 | $296K | Sell |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | $116K | Hold |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $100K | Sell |
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|
2019
Q4 | $142K | Buy |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $5K | Hold |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $9K | Sell |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $41K | Buy |
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