Milestone Investment 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
2023 Q2	–	Sell	-319	Closed	-$146K	–	305
2023 Q1	$146K	Hold	319	–	–	0.05%	122
2022 Q4	$141K	Buy	+319	New	+$141K	0.05%	69