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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-525	Closed	-$217K	–	96
2022 Q2	$217K	Hold	525	–	–	0.08%	88
2022 Q1	$257K	Hold	525	–	–	0.08%	86
2021 Q4	$272K	Hold	525	–	–	0.09%	76
2021 Q3	$252K	Hold	525	–	–	0.08%	83
2021 Q2	$258K	Hold	525	–	–	0.09%	79
2021 Q1	$250K	Sell	525 -38	-7%	-$18.1K	0.09%	78
2020 Q4	$236K	Hold	563	–	–	0.08%	80
2020 Q3	$191K	Hold	563	–	–	0.07%	84
2020 Q2	$183K	Hold	563	–	–	0.07%	86
2020 Q1	$148K	Hold	563	–	–	0.07%	95
2019 Q4	$211K	Sell	563 -390	-41%	-$146K	0.08%	81
2019 Q3	$336K	Hold	953	–	–	0.14%	57
2019 Q2	$338K	Hold	953	–	–	0.15%	51
2019 Q1	$329K	Hold	953	–	–	0.15%	56
2018 Q4	$288K	Hold	953	–	–	0.14%	64
2018 Q3	$350K	Hold	953	–	–	0.16%	53
2018 Q2	$338K	Hold	953	–	–	0.16%	52
2018 Q1	$326K	Hold	953	–	–	0.17%	50
2017 Q4	$329K	Hold	953	–	–	0.2%	53
2017 Q3	$311K	Hold	953	–	–	0.2%	51
2017 Q2	$334K	Hold	953	–	–	0.23%	46
2017 Q1	$298K	Sell	953 -101	-10%	-$31.6K	0.21%	48
2016 Q4	$318K	Sell	1,054 -202	-16%	-$60.9K	0.28%	52
2016 Q3	$354K	Hold	1,256	–	–	0.38%	37
2016 Q2	$341K	Hold	1,256	–	–	0.38%	37
2016 Q1	$330K	Buy	1,256 +1	+0.1%	+$263	0.3%	38
2015 Q4	$318K	Hold	1,255	–	–	0.25%	44
2015 Q3	$312K	Hold	1,255	–	–	0.39%	34
2015 Q2	$343K	Buy	1,255 +1	+0.1%	+$273	0.37%	40
2015 Q1	$348K	Sell	1,254 -1	-0.1%	-$278	0.35%	32
2014 Q4	$331K	Buy	+1,255	New	+$331K	0.35%	39