Retirement Planning Group (Kansas)’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
3,204
-39
| -1% | -$3.1K | 0.01% | 279 |
|
|
2025
Q1 | $250K | Sell |
3,243
-1,011
| -24% | -$77.9K | 0.01% | 264 |
|
|
2024
Q4 | $341K | Buy |
4,254
+1,010
| +31% | +$81K | 0.02% | 223 |
|
|
2024
Q3 | $258K | Sell |
3,244
-1,010
| -24% | -$80.3K | 0.01% | 242 |
|
|
2024
Q2 | $310K | Buy |
4,254
+996
| +31% | +$72.6K | 0.02% | 193 |
|
|
2024
Q1 | $248K | Sell |
3,258
-77
| -2% | -$5.85K | 0.02% | 196 |
|
|
2023
Q4 | $245K | Buy |
+3,335
| New | +$245K | 0.02% | 165 |
|