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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$103K Hold
2023
Q2
$108K Hold
2023
Q1
$104K Buy
2019
Q2
Sell
2019
Q1
$93K Buy
2018
Q3
Sell
2018
Q2
$83K Buy
2018
Q1
Sell
2017
Q4
$80K Buy