Winch Advisory Services’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
Q2 | $44.8K | Hold |
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|
2025
Q1 | $42.1K | Hold |
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|
2024
Q4 | $45K | Hold |
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|
2024
Q3 | $45K | Hold |
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|
2024
Q2 | $42.3K | Hold |
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|
2024
Q1 | $44K | Hold |
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|
2023
Q4 | $40.1K | Sell |
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|
2023
Q3 | $70K | Sell |
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|
2023
Q2 | $79K | Sell |
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|
2023
Q1 | $92K | Sell |
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|
2022
Q4 | $94K | Sell |
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|
2022
Q3 | $121K | Sell |
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|
2022
Q2 | $132K | Hold |
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|
2022
Q1 | $156K | Hold |
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|
2021
Q4 | $165K | Sell |
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|
2021
Q3 | $155K | Hold |
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|
2021
Q2 | $158K | Buy |
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|
2021
Q1 | $152K | Hold |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $108K | Sell |
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|
2020
Q2 | $105K | Hold |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | $121K | Hold |
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|
2019
Q3 | $113K | Sell |
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|
2019
Q2 | $118K | Buy |
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|
2019
Q1 | $114K | Sell |
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|
2018
Q4 | $104K | Buy |
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|
2018
Q3 | $125K | Buy |
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|
2018
Q2 | $121K | Hold |
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|
2018
Q1 | $116K | Buy |
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|
2017
Q4 | $117K | Hold |
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|
2017
Q3 | $112K | Sell |
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|
2017
Q2 | $341K | Sell |
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|
2017
Q1 | $344K | Sell |
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|
2016
Q4 | $336K | Buy |
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