Northwest Financial 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
Q4
Sell
-275
Closed -$157K 363
2024
Q3
$157K Buy
+275
New +$157K 0.12% 122
2024
Q1
Sell
-293
Closed -$149K 346
2023
Q4
$149K Buy
+293
New +$149K 0.13% 108