Midwest Professional Planners Ltd (MPPL)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-471
| Closed | -$216K | – | 129 |
|
|
2023
Q1 | $216K | Sell |
471
-16,754
| -97% | -$7.69M | 0.11% | 117 |
|
|
2022
Q4 | $7.63M | Sell |
17,225
-378
| -2% | -$167K | 4.22% | 4 |
|
|
2022
Q3 | $7.07M | Buy |
17,603
+4,779
| +37% | +$1.92M | 4.22% | 5 |
|
|
2022
Q2 | $5.3M | Sell |
12,824
-4,034
| -24% | -$1.67M | 2.99% | 6 |
|
|
2022
Q1 | $8.27M | Buy |
16,858
+2,547
| +18% | +$1.25M | 4.07% | 5 |
|
|
2021
Q4 | $7.41M | Sell |
14,311
-226
| -2% | -$117K | 3.6% | 5 |
|
|
2021
Q3 | $6.98M | Sell |
14,537
-242
| -2% | -$116K | 3.7% | 5 |
|
|
2021
Q2 | $7.26M | Buy |
14,779
+6,527
| +79% | +$3.2M | 3.78% | 5 |
|
|
2021
Q1 | $1.75M | Sell |
8,252
-7,852
| -49% | -$1.66M | 1.72% | 15 |
|
|
2020
Q4 | $6.76M | Buy |
16,104
+7,187
| +81% | +$3.02M | 4.17% | 6 |
|
|
2020
Q3 | $2.59M | Buy |
8,917
+484
| +6% | +$140K | 1.82% | 16 |
|
|
2020
Q2 | $2.32M | Buy |
8,433
+181
| +2% | +$49.7K | 1.82% | 13 |
|
|
2020
Q1 | $1.75M | Buy |
8,252
+90
| +1% | +$19K | 1.72% | 16 |
|
|
2019
Q4 | $1.94M | Sell |
8,162
-5,835
| -42% | -$1.39M | 1.58% | 18 |
|
|
2019
Q3 | $4.93M | Buy |
13,997
+785
| +6% | +$277K | 4.41% | 5 |
|
|
2019
Q2 | $4.69M | Buy |
13,212
+287
| +2% | +$102K | 4.35% | 5 |
|
|
2019
Q1 | $4.46M | Sell |
12,925
-781
| -6% | -$270K | 4.31% | 6 |
|
|
2018
Q4 | $4.15M | Sell |
13,706
-2,275
| -14% | -$689K | 4.47% | 6 |
|
|
2018
Q3 | $5.87M | Sell |
15,981
-6,509
| -29% | -$2.39M | 5.39% | 6 |
|
|
2018
Q2 | $7.99M | Buy |
22,490
+5,885
| +35% | +$2.09M | 7.14% | 1 |
|
|
2018
Q1 | $5.68M | Sell |
16,605
-61
| -0.4% | -$20.8K | 5.11% | 4 |
|
|
2017
Q4 | $5.76M | Buy |
+16,666
| New | +$5.76M | 5.26% | 4 |
|