Davies Financial Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$731K	Sell	1,290 -150	-10%	-$84.9K	0.57%	39
2025 Q1	$768K	Buy	1,440 +948	+193%	+$506K	0.65%	34
2024 Q4	$280K	Sell	492 -40	-8%	-$22.8K	0.24%	52
2024 Q3	$303K	Sell	532 -1,086	-67%	-$618K	0.26%	56
2024 Q2	$866K	Buy	+1,618	New	+$866K	0.81%	31