WealthTrust Axiom’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 | $264K | Hold |
466
| – | – | 0.08% | 201 |
|
|
2025
Q1 | $248K | Hold |
466
| – | – | 0.08% | 208 |
|
|
2024
Q4 | $265K | Buy |
466
+1
| +0.2% | +$569 | 0.08% | 196 |
|
|
2024
Q3 | $265K | Hold |
465
| – | – | 0.08% | 196 |
|
|
2024
Q2 | $249K | Hold |
465
| – | – | 0.08% | 199 |
|
|
2024
Q1 | $259K | Sell |
465
-67
| -13% | -$37.3K | 0.08% | 195 |
|
|
2023
Q4 | $270K | Hold |
532
| – | – | 0.09% | 189 |
|
|
2023
Q3 | $243K | Hold |
532
| – | – | 0.09% | 189 |
|
|
2023
Q2 | $255K | Sell |
532
-29
| -5% | -$13.9K | 0.08% | 192 |
|
|
2023
Q1 | $257K | Buy |
561
+4
| +0.7% | +$1.84K | 0.09% | 195 |
|
|
2022
Q4 | $247K | Hold |
557
| – | – | 0.09% | 185 |
|
|
2022
Q3 | $223K | Hold |
557
| – | – | 0.09% | 196 |
|
|
2022
Q2 | $230K | Buy |
557
+45
| +9% | +$18.6K | 0.08% | 199 |
|
|
2022
Q1 | $250K | Buy |
512
+106
| +26% | +$51.8K | 0.08% | 200 |
|
|
2021
Q4 | $210K | Buy |
+406
| New | +$210K | 0.07% | 221 |
|