Confluence Wealth Services’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Confluence Wealth Services’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$277K	Buy
2025 Q1	–	Sell
2024 Q4	$226K	Hold
2024 Q3	$215K	Hold
2024 Q2	$202K	Hold
2024 Q1	$210K	Sell
2023 Q4	$572K	Buy
2022 Q1	–	Sell
2021 Q4	$210K	Buy