WBH Advisory’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 | $623K | Hold |
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|
2025
Q2 | $592K | Sell |
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|
2025
Q1 | $637K | Hold |
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|
2024
Q4 | $680K | Buy |
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|
2024
Q3 | $680K | Buy |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $404K | Hold |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q3 | $342K | Hold |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $408K | Sell |
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|
2021
Q4 | $500K | Buy |
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|
2021
Q3 | $304K | Buy |
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|
2021
Q2 | $308K | Hold |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $214K | Hold |
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|
2020
Q2 | $204K | Sell |
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|
2020
Q1 | $218 | Sell |
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|
2019
Q4 | $2.89M | Sell |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $2.67M | Buy |
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|
2019
Q1 | $2.44M | Buy |
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|
2018
Q4 | $1.88K | Buy |
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|
2018
Q3 | $2.18M | Buy |
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|
2018
Q2 | $1.8M | Buy |
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|
2018
Q1 | $1.4M | Buy |
|