Prosperity Planning’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $907K | Sell |
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|
2025
Q2 | $915K | Hold |
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|
2025
Q1 | $862K | Sell |
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|
2024
Q4 | $936K | Sell |
|
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|
2024
Q3 | $1.03M | Sell |
|
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|
2024
Q2 | $987K | Sell |
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|
2024
Q1 | $1.03M | Sell |
|
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|
2023
Q4 | $947K | Sell |
|
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|
2023
Q3 | $856K | Sell |
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|
2023
Q2 | $899K | Sell |
|
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|
2023
Q1 | $861K | Sell |
|
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|
2022
Q4 | $834K | Hold |
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|
2022
Q3 | $767K | Sell |
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|
2022
Q2 | $789K | Hold |
|
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|
2022
Q1 | $943K | Hold |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $939K | Sell |
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|
2021
Q2 | $968K | Sell |
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|
2021
Q1 | $966K | Sell |
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|
2020
Q4 | $906K | Buy |
|