Icon Wealth Advisors’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 Q3	–	Sell	-204	Closed	-$116K	–	488
2024 Q2	$116K	Sell	204 -22	-10%	-$12.5K	0.01%	410
2024 Q1	$126K	Hold	226	–	–	0.01%	429
2023 Q4	$115K	Buy	+226	New	+$115K	0.01%	410