Western Wealth 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 | $667K | Hold |
1,177
| – | – | 0.04% | 344 |
|
|
2025
Q1 | $628K | Hold |
1,177
| – | – | 0.04% | 333 |
|
|
2024
Q4 | $670K | Hold |
1,177
| – | – | 0.04% | 306 |
|
|
2024
Q3 | $670K | Buy |
1,177
+25
| +2% | +$14.2K | 0.04% | 383 |
|
|
2024
Q2 | $616K | Sell |
1,152
-8
| -0.7% | -$4.28K | 0.05% | 314 |
|
|
2024
Q1 | $645K | Sell |
1,160
-10
| -0.9% | -$5.56K | 0.05% | 311 |
|
|
2023
Q4 | $594K | Hold |
1,170
| – | – | 0.04% | 370 |
|
|
2023
Q3 | $534K | Sell |
1,170
-63
| -5% | -$28.8K | 0.05% | 376 |
|
|
2023
Q2 | $590K | Hold |
1,233
| – | – | 0.05% | 341 |
|
|
2023
Q1 | $565K | Hold |
1,233
| – | – | 0.05% | 342 |
|
|
2022
Q4 | $546K | Sell |
1,233
-1,244
| -50% | -$551K | 0.06% | 326 |
|
|
2022
Q3 | $993K | Sell |
2,477
-2
| -0.1% | -$802 | 0.06% | 308 |
|
|
2022
Q2 | $1.03M | Hold |
2,479
| – | – | 0.06% | 299 |
|
|
2022
Q1 | $1.22M | Buy |
2,479
+1,211
| +96% | +$594K | 0.06% | 302 |
|
|
2021
Q4 | $658K | Buy |
+1,268
| New | +$658K | 0.07% | 277 |
|
|
2021
Q2 | $650K | Buy |
1,326
+57
| +4% | +$27.9K | 0.07% | 301 |
|
|
2021
Q1 | $604K | Sell |
1,269
-940
| -43% | -$447K | 0.08% | 245 |
|
|
2020
Q4 | $927K | Sell |
2,209
-138
| -6% | -$57.9K | 0.14% | 166 |
|
|
2020
Q3 | $795K | Sell |
2,347
-890
| -27% | -$301K | 0.13% | 175 |
|
|
2020
Q2 | $1.05M | Buy |
3,237
+1,729
| +115% | +$561K | 0.19% | 127 |
|
|
2020
Q1 | $397K | Sell |
1,508
-108
| -7% | -$28.4K | 0.09% | 218 |
|
|
2019
Q4 | $607K | Buy |
1,616
+471
| +41% | +$177K | 0.09% | 211 |
|
|
2019
Q3 | $404K | Buy |
1,145
+1
| +0.1% | +$353 | 0.08% | 242 |
|
|
2019
Q2 | $404K | Sell |
1,144
-15
| -1% | -$5.3K | 0.05% | 257 |
|
|
2019
Q1 | $402K | Sell |
1,159
-184
| -14% | -$63.8K | 0.09% | 236 |
|
|
2018
Q4 | $409K | Buy |
+1,343
| New | +$409K | 0.11% | 204 |
|