Watershed Private Wealth’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 | $399K | Hold |
705
| – | – | 0.15% | 76 |
|
|
2025
Q1 | $376K | Sell |
705
-12
| -2% | -$6.4K | 0.15% | 79 |
|
|
2024
Q4 | $408K | Sell |
717
-15
| -2% | -$8.54K | 0.16% | 76 |
|
|
2024
Q3 | $417K | Sell |
732
-414
| -36% | -$236K | 0.17% | 73 |
|
|
2024
Q2 | $613K | Sell |
1,146
-522
| -31% | -$279K | 0.26% | 65 |
|
|
2024
Q1 | $928K | Sell |
1,668
-1,725
| -51% | -$960K | 0.41% | 51 |
|
|
2023
Q4 | $1.72M | Buy |
3,393
+720
| +27% | +$365K | 0.95% | 33 |
|
|
2023
Q3 | $1.22M | Sell |
2,673
-17
| -0.6% | -$7.76K | 0.75% | 41 |
|
|
2023
Q2 | $1.29M | Sell |
2,690
-17
| -0.6% | -$8.14K | 0.78% | 36 |
|
|
2023
Q1 | $1.24M | Buy |
2,707
+17
| +0.6% | +$7.79K | 0.84% | 38 |
|
|
2022
Q4 | $1.19M | Buy |
+2,690
| New | +$1.19M | 0.9% | 35 |
|