Heritage Wealth Partners’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Heritage Wealth Partners’s Portfolio MDY Stock Details MDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$300K	Buy
2024 Q3	$300K	Hold
2024 Q2	$282K	Hold
2024 Q1	$267K	Hold
2023 Q4	$267K	Hold
2023 Q3	$240K	Hold
2023 Q2	$252K	Buy
2023 Q1	$227K	Sell
2022 Q4	$246K	Buy