WealthPLAN Partners’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
5,515
-287
| -5% | -$24.9K | 0.08% | 171 |
|
|
2025
Q1 | $461K | Sell |
5,802
-942
| -14% | -$74.9K | 0.07% | 172 |
|
|
2024
Q4 | $586K | Hold |
6,744
| – | – | 0.08% | 160 |
|
|
2024
Q3 | $592K | Sell |
6,744
-1,546
| -19% | -$136K | 0.08% | 166 |
|
|
2024
Q2 | $697K | Buy |
8,290
+3,161
| +62% | +$266K | 0.07% | 169 |
|
|
2024
Q1 | $448K | Buy |
5,129
+2,440
| +91% | +$213K | 0.05% | 215 |
|
|
2023
Q4 | $203K | Buy |
+2,689
| New | +$203K | 0.02% | 306 |
|
|
2023
Q3 | – | Sell |
-2,623
| Closed | -$188K | – | 793 |
|
|
2023
Q2 | $188K | Sell |
2,623
-71
| -3% | -$5.09K | 0.03% | 299 |
|
|
2023
Q1 | $184K | Buy |
+2,694
| New | +$184K | 0.02% | 319 |
|