Asset Planning Corporation’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 | $379K | Buy |
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|
2025
Q2 | $360K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $281K | Hold |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $243K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $361K | Buy |
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