Horizon 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
2024 Q4	–	Sell	-4,000	Closed	-$2.28M	–	87
2024 Q3	$2.28M	Sell	4,000 -8	-0.2%	-$4.56K	1.63%	13
2024 Q2	$2.14M	Buy	4,008 +1	+0%	+$535	1.63%	13
2024 Q1	$2.23M	Buy	+4,007	New	+$2.23M	1.72%	13