Pinnacle Wealth Planning Services’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$252K	Sell
2025 Q2	$306K	Hold
2025 Q1	$289K	Hold
2024 Q4	$308K	Buy
2021 Q1	–	Sell
2020 Q4	$23K	Buy