Heritage Wealth Management (Ohio)’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	$249K	Hold	440	–	–	0.08%	207
2025 Q1	$235K	Hold	440	–	–	0.08%	204
2024 Q4	$250K	Buy	440 +26	+6%	+$14.8K	0.08%	201
2024 Q3	$236K	Sell	414 -20	-5%	-$11.4K	0.08%	207
2024 Q2	$230K	Buy	+434	New	+$230K	0.08%	204