CWP
CFM Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-629
| Closed | -$319K | – | 158 |
|
|
2023
Q4 | $319K | Hold |
629
| – | – | 0.07% | 131 |
|
|
2023
Q3 | $287K | Hold |
629
| – | – | 0.08% | 122 |
|
|
2023
Q2 | $301K | Hold |
629
| – | – | 0.07% | 138 |
|
|
2023
Q1 | $288K | Hold |
629
| – | – | 0.08% | 132 |
|
|
2022
Q4 | $279K | Hold |
629
| – | – | 0.08% | 135 |
|
|
2022
Q3 | $253K | Buy |
+629
| New | +$253K | 0.08% | 136 |
|