Montz Harcus Wealth Management’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$302K	Buy	3,472 +334	+11%	+$29K	0.15%	60
2025 Q1	$249K	Buy	3,138 +4	+0.1%	+$318	0.14%	63
2024 Q4	$272K	Buy	+3,134	New	+$272K	0.15%	56