WealthBridge Capital Management’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 | $2.38M | Sell |
4,206
-155
| -4% | -$87.8K | 0.6% | 40 |
|
|
2025
Q1 | $2.33M | Sell |
4,361
-82
| -2% | -$43.7K | 0.66% | 36 |
|
|
2024
Q4 | $2.53M | Buy |
4,443
+188
| +4% | +$107K | 0.7% | 32 |
|
|
2024
Q3 | $2.42M | Buy |
4,255
+69
| +2% | +$39.3K | 0.69% | 31 |
|
|
2024
Q2 | $2.24M | Buy |
4,186
+185
| +5% | +$99K | 0.74% | 30 |
|
|
2024
Q1 | $2.23M | Buy |
4,001
+69
| +2% | +$38.4K | 0.75% | 32 |
|
|
2023
Q4 | $2M | Buy |
3,932
+71
| +2% | +$36K | 0.75% | 30 |
|
|
2023
Q3 | $1.76M | Buy |
3,861
+121
| +3% | +$55.3K | 0.73% | 31 |
|
|
2023
Q2 | $1.79M | Buy |
3,740
+130
| +4% | +$62.3K | 0.72% | 31 |
|
|
2023
Q1 | $1.65M | Buy |
3,610
+1
| +0% | +$458 | 0.66% | 36 |
|
|
2022
Q4 | $1.6M | Buy |
3,609
+125
| +4% | +$55.3K | 0.67% | 37 |
|
|
2022
Q3 | $1.44M | Hold |
3,484
| – | – | 0.61% | 36 |
|
|
2022
Q2 | $1.44M | Hold |
3,484
| – | – | 0.61% | 36 |
|
|
2022
Q1 | $1.71M | Hold |
3,484
| – | – | 0.64% | 34 |
|
|
2021
Q4 | $1.8M | Buy |
3,484
+20
| +0.6% | +$10.4K | 0.67% | 36 |
|
|
2021
Q3 | $1.67M | Buy |
3,464
+50
| +1% | +$24K | 0.62% | 40 |
|
|
2021
Q2 | $1.68M | Hold |
3,414
| – | – | 0.61% | 39 |
|
|
2021
Q1 | $1.63M | Hold |
3,414
| – | – | 0.66% | 36 |
|
|
2020
Q4 | $1.43M | Sell |
3,414
-50
| -1% | -$21K | 0.63% | 35 |
|
|
2020
Q3 | $1.17M | Sell |
3,464
-225
| -6% | -$76.3K | 0.6% | 37 |
|
|
2020
Q2 | $1.2M | Sell |
3,689
-988
| -21% | -$321K | 0.68% | 34 |
|
|
2020
Q1 | $1.23M | Sell |
4,677
-670
| -13% | -$176K | 0.85% | 31 |
|
|
2019
Q4 | $2.01M | Sell |
5,347
-20
| -0.4% | -$7.51K | 1.3% | 20 |
|
|
2019
Q3 | $1.89M | Sell |
5,367
-25
| -0.5% | -$8.81K | 1.36% | 19 |
|
|
2019
Q2 | $1.63M | Buy |
5,392
+49
| +0.9% | +$14.8K | 1.49% | 20 |
|
|
2019
Q1 | $1.88M | Sell |
5,343
-49
| -0.9% | -$17.2K | 1.19% | 20 |
|
|
2018
Q4 | $1.63M | Buy |
+5,392
| New | +$1.63M | 1.24% | 20 |
|