Waypoint Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $315K | Hold |
553
| – | – | 0.07% | 103 |
|
|
2024
Q2 | $296K | Sell |
553
-40
| -7% | -$21.4K | 0.07% | 106 |
|
|
2024
Q1 | $330K | Buy |
593
+40
| +7% | +$22.3K | 0.09% | 100 |
|
|
2023
Q4 | $281K | Hold |
553
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $253K | Hold |
553
| – | – | 0.08% | 104 |
|
|
2023
Q2 | $265K | Hold |
553
| – | – | 0.08% | 124 |
|
|
2023
Q1 | $254K | Hold |
553
| – | – | 0.08% | 122 |
|
|
2022
Q4 | $245K | Sell |
553
-400
| -42% | -$177K | 0.08% | 120 |
|
|
2022
Q3 | $382K | Hold |
953
| – | – | 0.17% | 81 |
|
|
2022
Q2 | $394K | Buy |
+953
| New | +$394K | 0.18% | 78 |
|