PDS 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 Q2	$265K	Hold	468	–	–	0.02%	388
2025 Q1	$250K	Sell	468 -3	-0.6%	-$1.6K	0.02%	370
2024 Q4	$268K	Sell	471 -3	-0.6%	-$1.71K	0.02%	323
2024 Q3	$270K	Sell	474 -11	-2%	-$6.27K	0.02%	324
2024 Q2	$260K	Buy	+485	New	+$260K	0.03%	296