Evernest 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	$493K	Hold	871	–	–	0.16%	113
2025 Q1	$465K	Hold	871	–	–	0.17%	106
2024 Q4	$496K	Sell	871 -200	-19%	-$114K	0.13%	109
2024 Q3	$610K	Buy	+1,071	New	+$610K	0.16%	95