Wealth Advisory Solutions’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 | $566K | Hold |
1,000
| – | – | 0.14% | 83 |
|
|
2025
Q1 | $533K | Hold |
1,000
| – | – | 0.14% | 86 |
|
|
2024
Q4 | $570K | Hold |
1,000
| – | – | 0.16% | 78 |
|
|
2024
Q3 | $570K | Sell |
1,000
-14
| -1% | -$7.98K | 0.16% | 79 |
|
|
2024
Q2 | $543K | Sell |
1,014
-100
| -9% | -$53.5K | 0.15% | 79 |
|
|
2024
Q1 | $620K | Hold |
1,114
| – | – | 0.16% | 74 |
|
|
2023
Q4 | $565K | Sell |
1,114
-1,114
| -50% | -$565K | 0.2% | 53 |
|
|
2023
Q3 | $1.07M | Buy |
+2,228
| New | +$1.07M | 0.21% | 70 |
|
|
2023
Q2 | – | Sell |
-1,120
| Closed | -$513K | – | 117 |
|
|
2023
Q1 | $513K | Sell |
1,120
-2,000
| -64% | -$917K | 0.14% | 85 |
|
|
2022
Q4 | $1.38M | Hold |
3,120
| – | – | 0.37% | 66 |
|
|
2022
Q3 | $1.25M | Hold |
3,120
| – | – | 0.35% | 73 |
|
|
2022
Q2 | $1.29M | Hold |
3,120
| – | – | 0.32% | 76 |
|
|
2022
Q1 | $1.53M | Buy |
+3,120
| New | +$1.53M | 0.32% | 74 |
|
|
2021
Q3 | $1.65M | Sell |
3,420
-25
| -0.7% | -$12K | 0.37% | 66 |
|
|
2021
Q2 | $1.69M | Buy |
+3,445
| New | +$1.69M | 0.4% | 67 |
|
|
2021
Q1 | – | Sell |
-3,445
| Closed | -$1.45M | – | 174 |
|
|
2020
Q4 | $1.45M | Hold |
3,445
| – | – | 0.39% | 60 |
|
|
2020
Q3 | $1.17M | Sell |
3,445
-4,100
| -54% | -$1.39M | 0.31% | 77 |
|
|
2020
Q2 | $2.45M | Sell |
7,545
-545
| -7% | -$177K | 0.68% | 48 |
|
|
2020
Q1 | $2.13M | Buy |
8,090
+456
| +6% | +$120K | 0.72% | 46 |
|
|
2019
Q4 | $2.87M | Buy |
+7,634
| New | +$2.87M | 0.76% | 40 |
|