Total Wealth 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 | $4.8M | Sell |
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|
2025
Q2 | $4.68M | Sell |
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|
2025
Q1 | $4.31M | Sell |
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|
2024
Q4 | $4.8M | Sell |
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|
2024
Q3 | $5.07M | Sell |
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|
2024
Q2 | $5.29M | Sell |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $5.13M | Sell |
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|
2023
Q3 | $4.91M | Sell |
|
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|
2023
Q2 | $5.21M | Sell |
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|
2023
Q1 | $5.06M | Sell |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $4.05M | Sell |
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|
2022
Q2 | $4.12M | Buy |
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|
2022
Q1 | $4.59M | Sell |
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|
2021
Q4 | $4.6M | Buy |
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|
2021
Q3 | $4.63M | Sell |
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|
2021
Q2 | $4.78M | Sell |
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|
2021
Q1 | $4.71M | Sell |
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|
2020
Q4 | $4.65M | Sell |
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|
2020
Q3 | $4.2M | Sell |
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|
2020
Q2 | $4.43M | Sell |
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|
2020
Q1 | $3.6M | Sell |
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|
2019
Q4 | $5.54M | Buy |
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|
2019
Q3 | $5.11M | Buy |
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|
2019
Q2 | $4.83M | Buy |
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|
2019
Q1 | $4.6M | Buy |
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|
2018
Q4 | $3.78M | Buy |
|