Carolinas Wealth Consulting LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 1,738 shares of MDY stock, worth $1.06 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,738
Previous 1,738 -0.0%
Holding current value
$1.06 Million
Previous $929,000 6.57%
% of portfolio
0.17%
Previous 0.17%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$516.55 - $556.17 $516 - $556
1 Added 0.06%
1,738 $929,000
Q3 2023

Nov 14, 2023
BUY
$450.89 - $498.33 $450 - $498
1 Added 0.06%
1,737 $793,000
Q2 2023

Aug 14, 2023
BUY
$439.95 - $478.91 $439 - $478
1 Added 0.06%
1,736 $831,000
Q1 2023

May 15, 2023
SELL
$433.1 - $497.12 $4,331 - $4,971
-10 Reduced 0.57%
1,735 $795,000
Q3 2022

Nov 14, 2022
BUY
$401.58 - $481.07 $401 - $481
1 Added 0.06%
1,745 $704,000
Q1 2022

May 17, 2022
BUY
$459.24 - $521.7 $459 - $521
1 Added 0.06%
1,744 $857,000
Q4 2021

Feb 14, 2022
SELL
$485.7 - $531.03 $10,685 - $11,682
-22 Reduced 1.25%
1,743 $905,000
Q3 2021

Nov 15, 2021
SELL
$468.36 - $506.04 $8,430 - $9,108
-18 Reduced 1.01%
1,765 $851,000
Q2 2021

Aug 17, 2021
BUY
$475.11 - $504.81 $475 - $504
1 Added 0.06%
1,783 $878,000
Q4 2020

Feb 16, 2021
BUY
$343.51 - $421.75 $549,616 - $674,800
1,600 Added 879.12%
1,782 $751,000
Q3 2020

Nov 12, 2020
BUY
$318.46 - $358.67 $318 - $358
1 Added 0.55%
182 $62,000
Q2 2020

Aug 13, 2020
BUY
$243.09 - $355.21 $43,999 - $64,293
181 New
181 $59,000

Others Institutions Holding MDY

# of Institutions
1,421
Shares Held
28.5M
Call Options Held
428K
Put Options Held
269K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email