BWA

BlueSky Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$279K	Hold	493	–	–	0.04%	65
2025 Q1	$263K	Hold	493	–	–	0.04%	65
2024 Q4	$281K	Hold	493	–	–	0.04%	64
2024 Q3	$281K	Hold	493	–	–	0.04%	63
2024 Q2	$264K	Buy	+493	New	+$264K	0.04%	65
2024 Q1	–	Sell	-493	Closed	-$250K	–	42
2023 Q4	$250K	Hold	493	–	–	0.05%	62
2023 Q3	$225K	Hold	493	–	–	0.05%	62
2023 Q2	$236K	Hold	493	–	–	0.05%	69
2023 Q1	$226K	Hold	493	–	–	0.05%	65
2022 Q4	$218K	Buy	+493	New	+$218K	0.05%	64
2022 Q3	–	Sell	-493	Closed	-$204K	–	67
2022 Q2	$204K	Hold	493	–	–	0.05%	61
2022 Q1	$242K	Hold	493	–	–	0.05%	62
2021 Q4	$255K	Hold	493	–	–	0.05%	64
2021 Q3	$237K	Hold	493	–	–	0.05%	61
2021 Q2	$243K	Sell	493 -469	-49%	-$231K	0.05%	60
2021 Q1	$470K	Hold	962	–	–	0.11%	39
2020 Q4	$404K	Hold	962	–	–	0.1%	38
2020 Q3	$349K	Hold	962	–	–	0.09%	37
2020 Q2	$312K	Hold	962	–	–	0.09%	39
2020 Q1	$253K	Sell	962 -37	-4%	-$9.73K	0.09%	42
2019 Q4	$374K	Hold	999	–	–	0.12%	49
2019 Q3	$341K	Buy	999 +37	+4%	+$12.6K	0.12%	52
2019 Q2	$341K	Sell	962 -4	-0.4%	-$1.42K	0.12%	53
2019 Q1	$339K	Buy	966 +3	+0.3%	+$1.05K	0.12%	49
2018 Q4	$313K	Buy	963 +1	+0.1%	+$325	0.12%	50
2018 Q3	$342K	Hold	962	–	–	0.13%	46
2018 Q2	$342K	Hold	962	–	–	0.13%	48
2018 Q1	$329K	Hold	962	–	–	0.13%	47
2017 Q4	$332K	Hold	962	–	–	0.14%	46
2017 Q3	$314K	Hold	962	–	–	0.14%	47
2017 Q2	$306K	Hold	962	–	–	0.14%	46
2017 Q1	$301K	Sell	962 -38	-4%	-$11.9K	0.14%	49
2016 Q4	$302K	Buy	+1,000	New	+$302K	0.15%	51