Sterling Financial Planning’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $242K | Buy |
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|
2025
Q2 | $230K | Hold |
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|
2025
Q1 | $210K | Sell |
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|
2024
Q4 | $233K | Buy |
|
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $237K | Sell |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $236K | Buy |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $217K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | $178K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $178K | Buy |
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|
2020
Q4 | $163K | Buy |
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