WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $437K | Sell |
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|
2025
Q3 | $507K | Buy |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $586K | Hold |
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|
2024
Q3 | $592K | Sell |
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|
2024
Q2 | $697K | Buy |
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|
2024
Q1 | $448K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $184K | Buy |
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