West Financial Advisors’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
Q1 | – | Sell |
-49
| Closed | -$27.9K | – | 215 |
|
|
2024
Q4 | $27.9K | Buy |
+49
| New | +$27.9K | 0.01% | 119 |
|
|
2023
Q1 | – | Sell |
-38
| Closed | -$16.8K | – | 168 |
|
|
2022
Q4 | $16.8K | Hold |
38
| – | – | ﹤0.01% | 105 |
|
|
2022
Q3 | $15K | Hold |
38
| – | – | ﹤0.01% | 131 |
|
|
2022
Q2 | $16K | Hold |
38
| – | – | ﹤0.01% | 120 |
|
|
2022
Q1 | $19K | Hold |
38
| – | – | 0.01% | 124 |
|
|
2021
Q4 | $20K | Buy |
+38
| New | +$20K | 0.01% | 135 |
|