West Branch Capital’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 | $28.3K | Hold |
50
| – | – | 0.01% | 181 |
|
|
2025
Q1 | $26.7K | Hold |
50
| – | – | 0.01% | 194 |
|
|
2024
Q4 | $28.5K | Hold |
50
| – | – | 0.01% | 192 |
|
|
2024
Q3 | $28.5K | Hold |
50
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $26.8K | Hold |
50
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $27.8K | Hold |
50
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $25.4K | Buy |
+50
| New | +$25.4K | 0.01% | 205 |
|
|
2022
Q4 | – | Sell |
-50
| Closed | -$20K | – | 468 |
|
|
2022
Q3 | $20K | Buy |
+50
| New | +$20K | 0.01% | 225 |
|