SFP
Sterling Financial Planning’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
6,519
+2
| +0% | +$159 | 0.17% | 70 |
|
|
2025
Q1 | $502K | Buy |
6,517
+1
| +0% | +$77 | 0.18% | 71 |
|
|
2024
Q4 | $523K | Sell |
6,516
-18
| -0.3% | -$1.44K | 0.19% | 70 |
|
|
2024
Q3 | $519K | Buy |
6,534
+10
| +0.2% | +$795 | 0.19% | 73 |
|
|
2024
Q2 | $476K | Sell |
6,524
-45
| -0.7% | -$3.28K | 0.19% | 71 |
|
|
2024
Q1 | $499K | Sell |
6,569
-355
| -5% | -$27K | 0.2% | 71 |
|
|
2023
Q4 | $508K | Buy |
6,924
+2,342
| +51% | +$172K | 0.22% | 66 |
|
|
2023
Q3 | $297K | Buy |
4,582
+3
| +0.1% | +$195 | 0.15% | 78 |
|
|
2023
Q2 | $315K | Sell |
4,579
-386
| -8% | -$26.6K | 0.16% | 76 |
|
|
2023
Q1 | $328K | Sell |
4,965
-479
| -9% | -$31.7K | 0.18% | 75 |
|
|
2022
Q4 | $352K | Buy |
5,444
+362
| +7% | +$23.4K | 0.21% | 70 |
|
|
2022
Q3 | $294K | Sell |
5,082
-33
| -0.6% | -$1.91K | 0.21% | 70 |
|
|
2022
Q2 | $309K | Buy |
5,115
+35
| +0.7% | +$2.11K | 0.22% | 70 |
|
|
2022
Q1 | $358K | Buy |
5,080
+95
| +2% | +$6.7K | 0.23% | 64 |
|
|
2021
Q4 | $354K | Sell |
4,985
-123
| -2% | -$8.74K | 0.22% | 67 |
|
|
2021
Q3 | $338K | Buy |
5,108
+162
| +3% | +$10.7K | 0.22% | 59 |
|
|
2021
Q2 | $334K | Sell |
4,946
-14
| -0.3% | -$945 | 0.22% | 59 |
|
|
2021
Q1 | $325K | Sell |
4,960
-40
| -0.8% | -$2.62K | 0.23% | 55 |
|
|
2020
Q4 | $277K | Buy |
+5,000
| New | +$277K | 0.22% | 57 |
|