Fusion Family Wealth’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	$283K	Hold	500	–	–	0.02%	41
2025 Q1	$267K	Hold	500	–	–	0.02%	41
2024 Q4	$285K	Hold	500	–	–	0.03%	40
2024 Q3	$285K	Hold	500	–	–	0.03%	40
2024 Q2	$268K	Hold	500	–	–	0.03%	39
2024 Q1	$278K	Hold	500	–	–	0.03%	38
2023 Q4	$254K	Hold	500	–	–	0.03%	36
2023 Q3	$228K	Hold	500	–	–	0.03%	38
2023 Q2	$239K	Hold	500	–	–	0.03%	39
2023 Q1	$229K	Hold	500	–	–	0.03%	35
2022 Q4	$221K	Hold	500	–	–	0.03%	35
2022 Q3	$240K	Hold	500	–	–	0.04%	32
2022 Q2	$207K	Hold	500	–	–	0.03%	35
2022 Q1	$245K	Hold	500	–	–	0.03%	34
2021 Q4	$259K	Hold	500	–	–	0.04%	32
2021 Q3	$240K	Hold	500	–	–	0.04%	32
2021 Q2	$246K	Hold	500	–	–	0.04%	31
2021 Q1	$238K	Hold	500	–	–	0.04%	30
2020 Q4	$210K	Hold	500	–	–	0.04%	30
2020 Q3	$170K	Hold	500	–	–	0.03%	33
2020 Q2	$162K	Sell	500 -64	-11%	-$20.7K	0.04%	32
2020 Q1	$149K	Hold	564	–	–	0.04%	35
2019 Q4	$213K	Hold	564	–	–	0.05%	38
2019 Q3	$200K	Hold	564	–	–	0.05%	37
2019 Q2	$200K	Hold	564	–	–	0.05%	42
2019 Q1	$195K	Sell	564 -28	-5%	-$9.68K	0.05%	40
2018 Q4	$179K	Hold	592	–	–	0.05%	67
2018 Q3	$218K	Hold	592	–	–	0.06%	58
2018 Q2	$210K	Hold	592	–	–	0.06%	63
2018 Q1	$202K	Hold	592	–	–	0.07%	54
2017 Q4	$204K	Hold	592	–	–	0.05%	69
2017 Q3	$193K	Hold	592	–	–	0.07%	49
2017 Q2	$188K	Hold	592	–	–	0.06%	73
2017 Q1	$185K	Sell	592 -23	-4%	-$7.19K	0.07%	73
2016 Q4	$187K	Buy	+615	New	+$187K	0.11%	69