Mattern Wealth Management’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
2022 Q1	–	Sell	-3,219	Closed	-$1.67M	–	170
2021 Q4	$1.67M	Sell	3,219 -14,556	-82%	-$7.53M	0.49%	50
2021 Q3	$8.55M	Sell	17,775 -236	-1%	-$113K	2.87%	9
2021 Q2	$8.58M	Sell	18,011 -1,950	-10%	-$929K	2.74%	11
2021 Q1	$9.5M	Buy	+19,961	New	+$9.5M	3.35%	8