Mark Sheptoff Financial Planning’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
Q1 | – | Sell |
-136
| Closed | -$77.5K | – | 455 |
|
|
2024
Q4 | $77.5K | Hold |
136
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $77.5K | Hold |
136
| – | – | 0.04% | 143 |
|
|
2024
Q2 | $72.8K | Hold |
136
| – | – | 0.04% | 158 |
|
|
2024
Q1 | $75.7K | Hold |
136
| – | – | 0.04% | 146 |
|
|
2023
Q4 | $69K | Hold |
136
| – | – | 0.04% | 139 |
|
|
2023
Q3 | $62.1K | Sell |
136
-330
| -71% | -$151K | 0.04% | 131 |
|
|
2023
Q2 | $223K | Hold |
466
| – | – | 0.13% | 90 |
|
|
2023
Q1 | $214K | Hold |
466
| – | – | 0.12% | 92 |
|
|
2022
Q4 | $206K | Buy |
+466
| New | +$206K | 0.12% | 88 |
|