Retirement Planning Company of New England’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Sell |
2,769
-30
| -1% | -$2.61K | 0.11% | 210 |
|
|
2025
Q1 | $222K | Sell |
2,799
-100
| -3% | -$7.95K | 0.11% | 208 |
|
|
2024
Q4 | $252K | Hold |
2,899
| – | – | 0.12% | 196 |
|
|
2024
Q3 | $254K | Sell |
2,899
-10
| -0.3% | -$877 | 0.13% | 188 |
|
|
2024
Q2 | $245K | Hold |
2,909
| – | – | 0.13% | 183 |
|
|
2024
Q1 | $254K | Sell |
2,909
-150
| -5% | -$13.1K | 0.14% | 185 |
|
|
2023
Q4 | $231K | Buy |
3,059
+55
| +2% | +$4.16K | 0.1% | 199 |
|
|
2023
Q3 | $208K | Sell |
3,004
-400
| -12% | -$27.7K | 0.12% | 187 |
|
|
2023
Q2 | $244K | Sell |
3,404
-20
| -0.6% | -$1.43K | 0.14% | 181 |
|
|
2023
Q1 | $234K | Sell |
3,424
-15
| -0.4% | -$1.03K | 0.14% | 184 |
|
|
2022
Q4 | $225K | Hold |
3,439
| – | – | 0.15% | 189 |
|
|
2022
Q3 | $207K | Buy |
3,439
+5
| +0.1% | +$301 | 0.15% | 186 |
|
|
2022
Q2 | $209K | Hold |
3,434
| – | – | 0.14% | 194 |
|
|
2022
Q1 | $254K | Buy |
3,434
+68
| +2% | +$5.03K | 0.14% | 192 |
|
|
2021
Q4 | $274K | Buy |
+3,366
| New | +$274K | 0.13% | 173 |
|