WealthPLAN Partners’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Hold |
5,762
| – | – | 0.07% | 172 |
|
|
2025
Q1 | $444K | Sell |
5,762
-1,198
| -17% | -$92.3K | 0.06% | 173 |
|
|
2024
Q4 | $558K | Hold |
6,960
| – | – | 0.08% | 162 |
|
|
2024
Q3 | $553K | Sell |
6,960
-1,770
| -20% | -$141K | 0.07% | 171 |
|
|
2024
Q2 | $637K | Buy |
8,730
+3,831
| +78% | +$279K | 0.07% | 180 |
|
|
2024
Q1 | $372K | Buy |
4,899
+2,139
| +78% | +$163K | 0.04% | 232 |
|
|
2023
Q4 | $203K | Buy |
+2,760
| New | +$203K | 0.02% | 307 |
|
|
2023
Q3 | – | Sell |
-2,700
| Closed | -$186K | – | 794 |
|
|
2023
Q2 | $186K | Buy |
2,700
+54
| +2% | +$3.71K | 0.03% | 302 |
|
|
2023
Q1 | $175K | Buy |
+2,646
| New | +$175K | 0.02% | 329 |
|