Watershed Private Wealth’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 | $418K | Sell |
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|
2025
Q2 | $399K | Hold |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $408K | Sell |
|
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|
2024
Q3 | $417K | Sell |
|
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $928K | Sell |
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|
2023
Q4 | $1.72M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.19M | Buy |
|