Venturi Wealth Management’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 | $2.23M | Hold |
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|
2025
Q2 | $2.12M | Hold |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $2.09M | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.37M | Hold |
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|
2024
Q1 | $2.46M | Buy |
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|
2023
Q4 | $2.15M | Hold |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.9M | Buy |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.55M | Hold |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.14M | Sell |
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|
2021
Q3 | $3.92M | Sell |
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|
2021
Q2 | $6.51M | Sell |
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|
2021
Q1 | $6.49M | Buy |
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|
2020
Q4 | $351K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $296K | Sell |
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|
2019
Q2 | $365K | Sell |
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|
2019
Q1 | $413K | Buy |
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|
2018
Q4 | $326K | Buy |
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|
2018
Q3 | $298K | Hold |
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|
2018
Q2 | $299K | Sell |
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|
2018
Q1 | $286K | Buy |
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|
2017
Q4 | $285K | Sell |
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|
2017
Q3 | $277K | Buy |
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|
2017
Q2 | $205K | Buy |
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