WealthShield Partners’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 | $207K | Sell |
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|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $631K | Buy |
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|
2024
Q3 | $623K | Buy |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $507K | Buy |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $480K | Sell |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $439K | Sell |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $563K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $169K | Buy |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $217K | Sell |
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|
2019
Q3 | $226K | Sell |
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|
2019
Q2 | $246K | Buy |
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|
2019
Q1 | $239K | Sell |
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|
2018
Q4 | $260K | Hold |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $298K | Buy |
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