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One Plus One Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,709
Closed -$4.45M 94
2023
Q1
$4.45M Buy
9,709
+983
+11% +$451K 3.16% 11
2022
Q4
$3.86M Buy
+8,726
New +$3.86M 2.7% 10