Pinnacle Wealth Planning Services’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
$306K Hold
541
0.04% 290
2025
Q1
$289K Hold
541
0.04% 273
2024
Q4
$308K Buy
+541
New +$308K 0.05% 246
2021
Q1
Sell
-54
Closed -$23K 1280
2020
Q4
$23K Buy
+54
New +$23K 0.01% 1100