Cassady Schiller 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
2024
Q4
$181K Sell
2024
Q3
$320K Hold
2024
Q2
$300K Hold
2024
Q1
$312K Hold
2023
Q4
$285K Hold
2023
Q3
$256K Buy