CWM
MDY icon

Curi Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Curi Wealth Management’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-505
Closed -$224K – 180
2022
Q4 		$224K Buy
+505
New +$224K 0.03% 172