CWM

Collaborative Wealth Management’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,899	Closed	-$599K	–	180
2022 Q2	$599K	Buy	+9,899	New	+$599K	0.39%	82
2021 Q4	$540K	Buy	+7,594	New	+$540K	0.3%	111
2021 Q1	$589K	Buy	+8,373	New	+$589K	0.34%	97