Westside Investment Management’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 | $269K | Hold |
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|
2025
Q2 | $256K | Hold |
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|
2025
Q1 | $241K | Hold |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $97.1K | Hold |
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|
2022
Q3 | $88.5K | Hold |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $109K | Hold |
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|
2021
Q4 | $108K | Hold |
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|
2021
Q3 | $108K | Hold |
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|
2021
Q2 | $108K | Hold |
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|
2021
Q1 | $47.8K | Hold |
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|
2020
Q4 | $42.1K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $32.6K | Hold |
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|
2020
Q1 | $26.4K | Buy |
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|
2019
Q2 | $35.9K | Buy |
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|
2018
Q4 | $138K | Buy |
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|
2018
Q3 | $33.6K | Sell |
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|
2018
Q2 | $136K | Buy |
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|
2018
Q1 | $93.4K | Hold |
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|
2017
Q4 | $99K | Hold |
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|
2017
Q3 | $92.3K | Hold |
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|
2017
Q2 | $88.8K | Hold |
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|
2017
Q1 | $86.2K | Sell |
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|
2016
Q4 | $1.58M | Buy |
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