IFPG
Intrepid Financial Planning Group’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35M | Sell |
7,681
-4
| -0.1% | -$2.27K | 1.83% | 15 |
|
|
2025
Q1 | $4.1M | Sell |
7,685
-199
| -3% | -$106K | 1.9% | 14 |
|
|
2024
Q4 | $4.49M | Sell |
7,884
-96
| -1% | -$54.7K | 1.9% | 13 |
|
|
2024
Q3 | $4.55M | Sell |
7,980
-434
| -5% | -$247K | 1.95% | 12 |
|
|
2024
Q2 | $4.5M | Buy |
8,414
+4
| +0% | +$2.14K | 1.93% | 12 |
|
|
2024
Q1 | $4.68M | Sell |
8,410
-86
| -1% | -$47.8K | 2.02% | 10 |
|
|
2023
Q4 | $4.31M | Sell |
8,496
-378
| -4% | -$192K | 2.06% | 10 |
|
|
2023
Q3 | $4.05M | Sell |
8,874
-615
| -6% | -$281K | 2.1% | 11 |
|
|
2023
Q2 | $4.54M | Sell |
9,489
-107
| -1% | -$51.2K | 2.18% | 10 |
|
|
2023
Q1 | $4.4M | Sell |
9,596
-594
| -6% | -$272K | 2.22% | 10 |
|
|
2022
Q4 | $4.51M | Sell |
10,190
-543
| -5% | -$240K | 2.45% | 10 |
|
|
2022
Q3 | $4.31M | Sell |
10,733
-416
| -4% | -$167K | 2.45% | 9 |
|
|
2022
Q2 | $4.61M | Buy |
+11,149
| New | +$4.61M | 2.53% | 9 |
|