Wealth Advisory Solutions’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 | $596K | Hold |
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|
2025
Q2 | $566K | Hold |
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|
2025
Q1 | $533K | Hold |
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|
2024
Q4 | $570K | Hold |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $620K | Hold |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $1.38M | Hold |
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|
2022
Q3 | $1.25M | Hold |
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|
2022
Q2 | $1.29M | Hold |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q3 | $1.65M | Sell |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.45M | Hold |
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|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $2.45M | Sell |
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|
2020
Q1 | $2.13M | Buy |
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|
2019
Q4 | $2.87M | Buy |
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