Sterling Financial Planning’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 | $230K | Hold |
2,644
| – | – | 0.08% | 108 |
|
|
2025
Q1 | $210K | Sell |
2,644
-32
| -1% | -$2.54K | 0.08% | 106 |
|
|
2024
Q4 | $233K | Buy |
2,676
+50
| +2% | +$4.35K | 0.09% | 100 |
|
|
2024
Q3 | $230K | Sell |
2,626
-189
| -7% | -$16.6K | 0.08% | 104 |
|
|
2024
Q2 | $237K | Sell |
2,815
-306
| -10% | -$25.7K | 0.1% | 101 |
|
|
2024
Q1 | $272K | Hold |
3,121
| – | – | 0.11% | 93 |
|
|
2023
Q4 | $236K | Buy |
3,121
+31
| +1% | +$2.35K | 0.1% | 94 |
|
|
2023
Q3 | $214K | Buy |
3,090
+29
| +0.9% | +$2.01K | 0.11% | 91 |
|
|
2023
Q2 | $219K | Sell |
3,061
-88
| -3% | -$6.31K | 0.11% | 93 |
|
|
2023
Q1 | $216K | Sell |
3,149
-172
| -5% | -$11.8K | 0.12% | 92 |
|
|
2022
Q4 | $217K | Buy |
+3,321
| New | +$217K | 0.13% | 88 |
|
|
2022
Q1 | – | Sell |
-2,495
| Closed | -$203K | – | 99 |
|
|
2021
Q4 | $203K | Buy |
2,495
+142
| +6% | +$11.6K | 0.13% | 93 |
|
|
2021
Q3 | $178K | Sell |
2,353
-23
| -1% | -$1.74K | 0.11% | 94 |
|
|
2021
Q2 | $184K | Buy |
2,376
+3
| +0.1% | +$232 | 0.12% | 91 |
|
|
2021
Q1 | $178K | Buy |
2,373
+20
| +0.8% | +$1.5K | 0.13% | 82 |
|
|
2020
Q4 | $163K | Buy |
+2,353
| New | +$163K | 0.13% | 81 |
|