Asset Planning Corporation’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 | $360K | Buy |
635
+1
| +0.2% | +$566 | 0.19% | 32 |
|
|
2025
Q1 | $338K | Buy |
634
+109
| +21% | +$58.2K | 0.2% | 34 |
|
|
2024
Q4 | $299K | Hold |
525
| – | – | 0.19% | 37 |
|
|
2024
Q3 | $299K | Buy |
525
+1
| +0.2% | +$569 | 0.2% | 38 |
|
|
2024
Q2 | $281K | Hold |
524
| – | – | 0.21% | 36 |
|
|
2024
Q1 | $292K | Buy |
524
+1
| +0.2% | +$556 | 0.21% | 32 |
|
|
2023
Q4 | $266K | Buy |
523
+16
| +3% | +$8.12K | 0.21% | 32 |
|
|
2023
Q3 | $231K | Buy |
507
+1
| +0.2% | +$456 | 0.18% | 36 |
|
|
2023
Q2 | $243K | Buy |
506
+1
| +0.2% | +$479 | 0.18% | 36 |
|
|
2023
Q1 | $232K | Buy |
505
+2
| +0.4% | +$917 | 0.19% | 33 |
|
|
2022
Q4 | $223K | Buy |
503
+1
| +0.2% | +$443 | 0.19% | 36 |
|
|
2022
Q3 | $202K | Buy |
+502
| New | +$202K | 0.19% | 34 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$245K | – | 35 |
|
|
2022
Q1 | $245K | Sell |
500
-197
| -28% | -$96.5K | 0.21% | 33 |
|
|
2021
Q4 | $361K | Buy |
+697
| New | +$361K | 0.31% | 26 |
|