Prosperity 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 | $915K | Hold |
1,616
| – | – | 0.26% | 58 |
|
|
2025
Q1 | $862K | Sell |
1,616
-27
| -2% | -$14.4K | 0.27% | 54 |
|
|
2024
Q4 | $936K | Sell |
1,643
-164
| -9% | -$93.4K | 0.3% | 57 |
|
|
2024
Q3 | $1.03M | Sell |
1,807
-37
| -2% | -$21.1K | 0.33% | 53 |
|
|
2024
Q2 | $987K | Sell |
1,844
-11
| -0.6% | -$5.89K | 0.34% | 53 |
|
|
2024
Q1 | $1.03M | Sell |
1,855
-11
| -0.6% | -$6.12K | 0.36% | 48 |
|
|
2023
Q4 | $947K | Sell |
1,866
-8
| -0.4% | -$4.06K | 0.35% | 51 |
|
|
2023
Q3 | $856K | Sell |
1,874
-4
| -0.2% | -$1.83K | 0.36% | 51 |
|
|
2023
Q2 | $899K | Sell |
1,878
-1
| -0.1% | -$479 | 0.37% | 51 |
|
|
2023
Q1 | $861K | Sell |
1,879
-30
| -2% | -$13.8K | 0.38% | 51 |
|
|
2022
Q4 | $834K | Hold |
1,909
| – | – | 0.41% | 46 |
|
|
2022
Q3 | $767K | Sell |
1,909
-40
| -2% | -$16.1K | 0.4% | 45 |
|
|
2022
Q2 | $789K | Hold |
1,949
| – | – | 0.4% | 46 |
|
|
2022
Q1 | $943K | Hold |
1,949
| – | – | 0.46% | 39 |
|
|
2021
Q4 | $1.01M | Sell |
1,949
-3
| -0.2% | -$1.55K | 0.51% | 39 |
|
|
2021
Q3 | $939K | Sell |
1,952
-19
| -1% | -$9.14K | 0.51% | 38 |
|
|
2021
Q2 | $968K | Sell |
1,971
-59
| -3% | -$29K | 0.6% | 35 |
|
|
2021
Q1 | $966K | Sell |
2,030
-128
| -6% | -$60.9K | 0.69% | 35 |
|
|
2020
Q4 | $906K | Buy |
+2,158
| New | +$906K | 0.77% | 34 |
|