Woodmont Investment Counsel’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 | $2.34M | Buy |
4,135
+3,272
| +379% | +$1.85M | 0.15% | 95 |
|
|
2025
Q1 | $460K | Buy |
863
+60
| +7% | +$32K | 0.03% | 198 |
|
|
2024
Q4 | $457K | Hold |
803
| – | – | 0.03% | 192 |
|
|
2024
Q3 | $457K | Sell |
803
-22
| -3% | -$12.5K | 0.03% | 187 |
|
|
2024
Q2 | $441K | Buy |
825
+12
| +1% | +$6.42K | 0.04% | 185 |
|
|
2024
Q1 | $452K | Hold |
813
| – | – | 0.04% | 182 |
|
|
2023
Q4 | $412K | Buy |
813
+228
| +39% | +$116K | 0.04% | 182 |
|
|
2023
Q3 | $267K | Hold |
585
| – | – | 0.03% | 203 |
|
|
2023
Q2 | $280K | Hold |
585
| – | – | 0.03% | 200 |
|
|
2023
Q1 | $268K | Hold |
585
| – | – | 0.03% | 210 |
|
|
2022
Q4 | $259K | Buy |
+585
| New | +$259K | 0.03% | 222 |
|
|
2022
Q3 | – | Sell |
-485
| Closed | -$201K | – | 246 |
|
|
2022
Q2 | $201K | Buy |
485
+46
| +10% | +$19.1K | 0.02% | 233 |
|
|
2022
Q1 | $215K | Hold |
439
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $227K | Sell |
439
-53
| -11% | -$27.4K | 0.03% | 204 |
|
|
2021
Q3 | $237K | Buy |
492
+53
| +12% | +$25.5K | 0.03% | 185 |
|
|
2021
Q2 | $216K | Hold |
439
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $209K | Buy |
+439
| New | +$209K | 0.04% | 186 |
|