Glass Jacobson Investment Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21K	Buy	+265	New	+$21K	0.01%	381
2024 Q1	–	Sell	-201	Closed	-$14.8K	–	770
2023 Q4	$14.8K	Hold	201	–	–	0.01%	485
2023 Q3	$13K	Buy	201 +1	+0.5%	+$65	0.01%	471
2023 Q2	$13.7K	Buy	+200	New	+$13.7K	0.01%	470