Clearstead Advisors’s Xtrackers S&P MidCap 400 ESG ETF MIDE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$31.1K	Sell	1,017 -1,032	-50%	-$31.6K	﹤0.01%	1442
2025 Q1	$58.9K	Hold	2,049	–	–	﹤0.01%	1132
2024 Q4	$62.6K	Buy	2,049 +146	+8%	+$4.46K	﹤0.01%	1113
2024 Q3	$58.7K	Buy	1,903 +285	+18%	+$8.8K	﹤0.01%	1168
2024 Q2	$46.6K	Buy	+1,618	New	+$46.6K	﹤0.01%	1177