Vishria Bird Financial Group’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 | $589K | Hold |
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|
2025
Q2 | $560K | Hold |
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|
2025
Q1 | $528K | Hold |
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|
2024
Q4 | $563K | Sell |
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|
2024
Q3 | $565K | Sell |
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|
2024
Q2 | $531K | Hold |
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|
2024
Q1 | $552K | Hold |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $476K | Hold |
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|
2023
Q1 | $455K | Hold |
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|
2022
Q4 | $440K | Hold |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $487K | Hold |
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|
2021
Q4 | $514K | Hold |
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|
2021
Q3 | $478K | Sell |
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|
2021
Q2 | $489K | Sell |
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|
2021
Q1 | $477K | Hold |
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|
2020
Q4 | $420K | Hold |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $267K | Hold |
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|
2019
Q4 | $381K | Sell |
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|
2019
Q3 | $407K | Hold |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $361K | Hold |
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|
2018
Q3 | $438K | Hold |
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|
2018
Q2 | $424K | Buy |
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