Wealthcare 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 | $294K | Hold |
519
| – | – | 0.03% | 68 |
|
|
2025
Q1 | $277K | Buy |
519
+160
| +45% | +$85.4K | 0.03% | 75 |
|
|
2024
Q4 | $204K | Hold |
359
| – | – | 0.02% | 87 |
|
|
2024
Q3 | $205K | Buy |
+359
| New | +$205K | 0.02% | 80 |
|
|
2021
Q2 | – | Sell |
-359
| Closed | -$171K | – | 427 |
|
|
2021
Q1 | $171K | Buy |
+359
| New | +$171K | 0.02% | 76 |
|
|
2020
Q2 | – | Sell |
-376
| Closed | -$99K | – | 163 |
|
|
2020
Q1 | $99K | Sell |
376
-136
| -27% | -$35.8K | 0.01% | 71 |
|
|
2019
Q4 | $192K | Sell |
512
-44
| -8% | -$16.5K | 0.02% | 59 |
|
|
2019
Q3 | $196K | Hold |
556
| – | – | 0.02% | 53 |
|
|
2019
Q2 | $197K | Sell |
556
-66
| -11% | -$23.4K | 0.03% | 55 |
|
|
2019
Q1 | $215K | Sell |
622
-1,040
| -63% | -$359K | 0.03% | 52 |
|
|
2018
Q4 | $503K | Buy |
1,662
+253
| +18% | +$76.6K | 0.08% | 34 |
|
|
2018
Q3 | $518K | Buy |
1,409
+40
| +3% | +$14.7K | 0.06% | 30 |
|
|
2018
Q2 | $486K | Buy |
1,369
+69
| +5% | +$24.5K | 0.06% | 32 |
|
|
2018
Q1 | $444K | Sell |
1,300
-172
| -12% | -$58.7K | 0.05% | 33 |
|
|
2017
Q4 | $508K | Sell |
1,472
-70
| -5% | -$24.2K | 0.06% | 30 |
|
|
2017
Q3 | $503K | Sell |
1,542
-21
| -1% | -$6.85K | 0.06% | 30 |
|
|
2017
Q2 | $496K | Buy |
1,563
+21
| +1% | +$6.66K | 0.06% | 31 |
|
|
2017
Q1 | $482K | Buy |
1,542
+522
| +51% | +$163K | 0.05% | 30 |
|
|
2016
Q4 | $308K | Buy |
1,020
+332
| +48% | +$100K | 0.04% | 37 |
|
|
2016
Q3 | $194K | Buy |
688
+52
| +8% | +$14.7K | 0.02% | 42 |
|
|
2016
Q2 | $173K | Buy |
636
+175
| +38% | +$47.6K | 0.02% | 43 |
|
|
2016
Q1 | $121K | Buy |
461
+39
| +9% | +$10.2K | 0.01% | 52 |
|
|
2015
Q4 | $107K | Buy |
422
+100
| +31% | +$25.4K | 0.01% | 64 |
|
|
2015
Q3 | $80K | Sell |
322
-4
| -1% | -$994 | 0.01% | 76 |
|
|
2015
Q2 | $89K | Sell |
326
-1,045
| -76% | -$285K | 0.01% | 74 |
|
|
2015
Q1 | $380K | Buy |
1,371
+1,193
| +670% | +$331K | 0.05% | 65 |
|
|
2014
Q4 | $47K | Buy |
178
+66
| +59% | +$17.4K | 0.01% | 87 |
|
|
2014
Q3 | $28K | Hold |
112
| – | – | ﹤0.01% | 103 |
|
|
2014
Q2 | $29K | Buy |
112
+47
| +72% | +$12.2K | ﹤0.01% | 95 |
|
|
2014
Q1 | $16K | Hold |
65
| – | – | ﹤0.01% | 110 |
|
|
2013
Q4 | $16K | Hold |
65
| – | – | ﹤0.01% | 72 |
|
|
2013
Q3 | $15K | Sell |
65
-90
| -58% | -$20.8K | ﹤0.01% | 69 |
|
|
2013
Q2 | $33K | Buy |
+155
| New | +$33K | 0.01% | 54 |
|