Beacon Bridge Wealth Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.4M Sell
2025
Q2
$1.36M Buy
2025
Q1
$1.23M Buy
2024
Q4
$1.31M Sell
2024
Q3
$1.33M Sell
2024
Q2
$1.95M Buy
2024
Q1
$1.87M Buy
2023
Q4
$1.6M Buy
2023
Q3
$954K Buy
2023
Q2
$930K Sell
2023
Q1
$1.12M Sell
2022
Q4
$1.35M Buy