Beam Wealth Advisors’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	$939K	Buy	+10,804	New	+$939K	0.28%	77
2024 Q2	–	Sell	-4,986	Closed	-$435K	–	132
2024 Q1	$435K	Buy	+4,986	New	+$435K	0.26%	67
2020 Q1	–	Sell	-6,260	Closed	-$357K	–	165
2019 Q4	$357K	Buy	+6,260	New	+$357K	0.33%	96