Bernard Wealth Management’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
$108K Hold
2025
Q2
$103K Sell
2025
Q1
$150K Hold
2024
Q4
$160K Buy