Sterling Financial Planning’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $523K | Sell |
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|
2024
Q3 | $519K | Buy |
|
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|
2024
Q2 | $476K | Sell |
|
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|
2024
Q1 | $499K | Sell |
|
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|
2023
Q4 | $508K | Buy |
|
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|
2023
Q3 | $297K | Buy |
|
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|
2023
Q2 | $315K | Sell |
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|
2023
Q1 | $328K | Sell |
|
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|
2022
Q4 | $352K | Buy |
|
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|
2022
Q3 | $294K | Sell |
|
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $358K | Buy |
|
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|
2021
Q4 | $354K | Sell |
|
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $325K | Sell |
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|
2020
Q4 | $277K | Buy |
|