Novak Financial Planning’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
2021
Q2
$3.33M Sell
6,774
-198
-3% -$97.2K 1.63% 16
2021
Q1
$3.32M Sell
6,972
-585
-8% -$278K 1.82% 13
2020
Q4
$3.17M Buy
+7,557
New +$3.17M 1.87% 14