Wealthcare Advisory Partners’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 | $3.16M | Buy |
5,570
+1
| +0% | +$567 | 0.07% | 234 |
|
|
2025
Q1 | $2.97M | Sell |
5,569
-112
| -2% | -$59.7K | 0.08% | 216 |
|
|
2024
Q4 | $3.24M | Sell |
5,681
-29
| -0.5% | -$16.5K | 0.09% | 187 |
|
|
2024
Q3 | $3.25M | Sell |
5,710
-248
| -4% | -$141K | 0.09% | 190 |
|
|
2024
Q2 | $3.19M | Sell |
5,958
-2
| -0% | -$1.07K | 0.1% | 163 |
|
|
2024
Q1 | $3.32M | Buy |
5,960
+277
| +5% | +$154K | 0.11% | 161 |
|
|
2023
Q4 | $2.88M | Sell |
5,683
-283
| -5% | -$144K | 0.11% | 147 |
|
|
2023
Q3 | $2.72M | Sell |
5,966
-152
| -2% | -$69.4K | 0.13% | 139 |
|
|
2023
Q2 | $2.93M | Sell |
6,118
-55
| -0.9% | -$26.3K | 0.13% | 137 |
|
|
2023
Q1 | $2.83M | Sell |
6,173
-1,537
| -20% | -$705K | 0.12% | 140 |
|
|
2022
Q4 | $3.41M | Buy |
7,710
+214
| +3% | +$94.8K | 0.16% | 107 |
|
|
2022
Q3 | $3.01M | Buy |
7,496
+2,766
| +58% | +$1.11M | 0.17% | 107 |
|
|
2022
Q2 | $1.96M | Sell |
4,730
-101
| -2% | -$41.8K | 0.12% | 119 |
|
|
2022
Q1 | $2.37M | Sell |
4,831
-190
| -4% | -$93.2K | 0.14% | 88 |
|
|
2021
Q4 | $2.6M | Sell |
5,021
-474
| -9% | -$245K | 0.16% | 83 |
|
|
2021
Q3 | $2.64M | Sell |
5,495
-465
| -8% | -$224K | 0.17% | 79 |
|
|
2021
Q2 | $2.93M | Sell |
5,960
-162
| -3% | -$79.6K | 0.2% | 75 |
|
|
2021
Q1 | $2.92M | Sell |
6,122
-944
| -13% | -$449K | 0.21% | 66 |
|
|
2020
Q4 | $2.97M | Buy |
7,066
+241
| +4% | +$101K | 0.26% | 51 |
|
|
2020
Q3 | $2.31M | Sell |
6,825
-322
| -5% | -$109K | 0.25% | 53 |
|
|
2020
Q2 | $2.32M | Sell |
7,147
-885
| -11% | -$287K | 0.29% | 43 |
|
|
2020
Q1 | $2.11M | Sell |
8,032
-6,323
| -44% | -$1.66M | 0.31% | 42 |
|
|
2019
Q4 | $5.39M | Sell |
14,355
-681
| -5% | -$256K | 0.69% | 25 |
|
|
2019
Q3 | $5.3M | Sell |
15,036
-771
| -5% | -$272K | 0.77% | 22 |
|
|
2019
Q2 | $5.61M | Sell |
15,807
-1,083
| -6% | -$384K | 0.89% | 21 |
|
|
2019
Q1 | $5.83M | Sell |
16,890
-31,987
| -65% | -$11M | 1% | 19 |
|
|
2018
Q4 | $14.8M | Buy |
48,877
+400
| +0.8% | +$121K | 2.87% | 8 |
|
|
2018
Q3 | $17.8M | Buy |
48,477
+1,924
| +4% | +$707K | 3.27% | 7 |
|
|
2018
Q2 | $16.5M | Buy |
46,553
+1,815
| +4% | +$644K | 3.24% | 8 |
|
|
2018
Q1 | $15.3M | Buy |
44,738
+1,546
| +4% | +$528K | 3.45% | 7 |
|
|
2017
Q4 | $14.9M | Buy |
43,192
+1,810
| +4% | +$625K | 3.84% | 5 |
|
|
2017
Q3 | $13.5M | Buy |
41,382
+5,185
| +14% | +$1.69M | 4.01% | 6 |
|
|
2017
Q2 | $11.5M | Buy |
36,197
+2,847
| +9% | +$904K | 5.59% | 6 |
|
|
2017
Q1 | $10.4M | Buy |
33,350
+1,337
| +4% | +$418K | 5.69% | 6 |
|
|
2016
Q4 | $9.66M | Buy |
32,013
+3,140
| +11% | +$947K | 5.71% | 6 |
|
|
2016
Q3 | $8.15M | Buy |
28,873
+1,757
| +6% | +$496K | 5.29% | 6 |
|
|
2016
Q2 | $7.38M | Buy |
+27,116
| New | +$7.38M | 5.2% | 6 |
|