Intrepid Financial Planning Group’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
4,493
-342
| -7% | -$29.7K | 0.16% | 83 |
|
|
2025
Q1 | $384K | Sell |
4,835
-89
| -2% | -$7.07K | 0.18% | 81 |
|
|
2024
Q4 | $428K | Sell |
4,924
-203
| -4% | -$17.6K | 0.18% | 81 |
|
|
2024
Q3 | $450K | Sell |
5,127
-72
| -1% | -$6.32K | 0.19% | 74 |
|
|
2024
Q2 | $437K | Buy |
5,199
+831
| +19% | +$69.9K | 0.19% | 77 |
|
|
2024
Q1 | $381K | Buy |
4,368
+183
| +4% | +$16K | 0.16% | 85 |
|
|
2023
Q4 | $317K | Sell |
4,185
-75
| -2% | -$5.68K | 0.15% | 86 |
|
|
2023
Q3 | $295K | Buy |
4,260
+245
| +6% | +$16.9K | 0.15% | 83 |
|
|
2023
Q2 | $288K | Buy |
4,015
+337
| +9% | +$24.1K | 0.14% | 91 |
|
|
2023
Q1 | $252K | Sell |
3,678
-935
| -20% | -$64K | 0.13% | 94 |
|
|
2022
Q4 | $301K | Sell |
4,613
-150
| -3% | -$9.8K | 0.16% | 82 |
|
|
2022
Q3 | $287K | Sell |
4,763
-315
| -6% | -$19K | 0.16% | 73 |
|
|
2022
Q2 | $310K | Buy |
+5,078
| New | +$310K | 0.17% | 72 |
|